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
$540M
AUM Growth
-$217K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$563K
2
+$499K
3
+$492K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$470K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$386K

Top Sells

1
+$2.29M
2
+$2.03M
3
+$1.41M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.19M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$393K

Sector Composition

1 Industrials 2.88%
2 Financials 2.4%
3 Technology 2.36%
4 Energy 2.33%
5 Healthcare 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$341K 0.06%
3,990
102
$328K 0.06%
7,620
103
$327K 0.06%
4,150
-1,875
104
$319K 0.06%
4,413
-860
105
$319K 0.06%
2,047
106
$312K 0.06%
4,375
107
$306K 0.06%
2,909
-410
108
$292K 0.05%
1,254
-136
109
$284K 0.05%
1,269
110
$284K 0.05%
7,260
-500
111
$261K 0.05%
5,600
-2,839
112
$240K 0.04%
2,900
-1,050
113
$235K 0.04%
3,230
-167
114
$231K 0.04%
3,714
115
$223K 0.04%
2,980
-400
116
$195K 0.04%
+1,900
117
$195K 0.04%
4,927
+197
118
$188K 0.03%
3,522
119
$182K 0.03%
1,575
-295
120
$180K 0.03%
4,245
+1,400
121
$169K 0.03%
4,112
-1,399
122
$167K 0.03%
5,429
-2,062
123
$166K 0.03%
+1,260
124
$165K 0.03%
2,821
+6
125
$154K 0.03%
2,097
-140
2 3 4
5
6