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
$591M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$1.95M
3
+$1.42M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.27M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.16M

Top Sells

1
+$1.16M
2
+$764K
3
+$557K
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$557K
5
M icon
Macy's
M
+$503K

Sector Composition

1 Industrials 2.7%
2 Healthcare 2.23%
3 Technology 2.15%
4 Financials 2.13%
5 Energy 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$351K 0.06%
6,293
+3,466
102
$344K 0.06%
3,875
-500
103
$338K 0.06%
1,396
+127
104
$337K 0.06%
6,723
-1,715
105
$336K 0.06%
6,471
106
$320K 0.05%
13,778
-21,665
107
$311K 0.05%
7,620
108
$300K 0.05%
1,169
-80
109
$293K 0.05%
2,263
-5
110
$292K 0.05%
3,230
111
$287K 0.05%
+2,084
112
$280K 0.05%
+4,800
113
$269K 0.05%
5,535
-823
114
$259K 0.04%
8,530
-18,332
115
$249K 0.04%
3,904
-955
116
$241K 0.04%
3,539
-125
117
$233K 0.04%
2,982
118
$229K 0.04%
4,585
-230
119
$225K 0.04%
1,810
+300
120
$216K 0.04%
2,685
-445
121
$211K 0.04%
1,900
122
$206K 0.03%
2,625
+105
123
$188K 0.03%
5,906
+371
124
$180K 0.03%
1,260
125
$176K 0.03%
3,967
-300
2 3 4
5
6