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
$529M
AUM Growth
+$8.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$3.52M
3
+$2.26M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.15M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$720K

Top Sells

1
+$11.8M
2
+$6.38M
3
+$3.49M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$844K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$531K

Sector Composition

1 Industrials 2.8%
2 Healthcare 2.47%
3 Energy 2.22%
4 Consumer Staples 2.19%
5 Technology 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$335K 0.06%
3,990
102
$330K 0.06%
3,192
-314
103
$330K 0.06%
7,120
104
$309K 0.06%
1,390
105
$305K 0.06%
7,785
-1,065
106
$292K 0.06%
8,360
-2,600
107
$266K 0.05%
1,269
108
$266K 0.05%
2,047
109
$250K 0.05%
6,209
-24
110
$250K 0.05%
7,491
111
$242K 0.05%
+3,855
112
$239K 0.05%
8,439
+1,000
113
$230K 0.04%
2,150
-20
114
$221K 0.04%
3,954
115
$217K 0.04%
3,380
+4
116
$215K 0.04%
3,397
117
$213K 0.04%
7,620
118
$199K 0.04%
3,560
119
$199K 0.04%
2,532
-350
120
$171K 0.03%
2,320
+4
121
$144K 0.03%
2,090
+4
122
$142K 0.03%
+3,680
123
$140K 0.03%
2,058
124
$136K 0.03%
1,335
125
$128K 0.02%
+1,226
2 3 4
5
6