AIM

Acropolis Investment Management Portfolio holdings

AUM $1.97B
1-Year Est. Return 10.43%
This Quarter Est. Return
1 Year Est. Return
+10.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$520M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$9.11M
2
+$5.53M
3
+$3.96M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.53M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.47M

Top Sells

1
+$11.5M
2
+$3.77M
3
+$2.39M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.41M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.02M

Sector Composition

1 Industrials 2.74%
2 Healthcare 2.35%
3 Technology 2.23%
4 Consumer Staples 2.18%
5 Energy 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$328K 0.06%
4,375
102
$319K 0.06%
3,990
103
$308K 0.06%
3,506
-109
104
$305K 0.06%
7,439
105
$291K 0.06%
7,120
-157
106
$275K 0.05%
1,390
-950
107
$261K 0.05%
1,269
108
$260K 0.05%
2,047
109
$253K 0.05%
6,233
-610
110
$239K 0.05%
4,341
+200
111
$227K 0.04%
2,170
-50
112
$225K 0.04%
3,397
113
$219K 0.04%
3,954
114
$211K 0.04%
7,491
+108
115
$210K 0.04%
3,376
+14
116
$208K 0.04%
2,882
-58
117
$206K 0.04%
7,620
118
$193K 0.04%
3,560
119
$172K 0.03%
+3,513
120
$148K 0.03%
2,316
+5
121
$134K 0.03%
1,335
-3,685
122
$131K 0.03%
2,086
-204
123
$128K 0.02%
1,286
+112
124
$127K 0.02%
2,058
125
$118K 0.02%
2,349
+13
2 3 4
5
6