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
$572M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$5.27M
3
+$1.87M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.46M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$871K

Top Sells

1
+$922K
2
+$826K
3
+$558K
4
STJ
St Jude Medical
STJ
+$436K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$378K

Sector Composition

1 Industrials 2.81%
2 Technology 2.35%
3 Financials 2.23%
4 Healthcare 2.2%
5 Energy 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$333K 0.06%
6,471
-299
102
$324K 0.06%
2,268
103
$323K 0.06%
7,620
104
$320K 0.06%
4,859
-255
105
$315K 0.06%
6,125
-155
106
$299K 0.05%
1,269
107
$299K 0.05%
7,120
-140
108
$297K 0.05%
1,249
-5
109
$282K 0.05%
+6,358
110
$270K 0.05%
3,230
111
$246K 0.04%
3,130
-1,020
112
$238K 0.04%
3,664
-50
113
$237K 0.04%
5,600
114
$230K 0.04%
4,815
+570
115
$228K 0.04%
2,982
+2
116
$209K 0.04%
2,520
-380
117
$205K 0.04%
1,900
118
$191K 0.03%
4,267
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119
$183K 0.03%
1,510
-65
120
$180K 0.03%
5,535
+106
121
$176K 0.03%
2,097
122
$175K 0.03%
1,260
123
$172K 0.03%
3,522
124
$154K 0.03%
2,827
+6
125
$146K 0.03%
3,360
-200
2 3 4
5
6