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
$611M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$2.23M
3
+$1.62M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.1M

Top Sells

1
+$1.74M
2
+$1.25M
3
+$1.16M
4
MPC icon
Marathon Petroleum
MPC
+$652K
5
INTC icon
Intel
INTC
+$571K

Sector Composition

1 Industrials 2.36%
2 Technology 1.88%
3 Healthcare 1.86%
4 Financials 1.71%
5 Energy 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$336K 0.06%
1,169
102
$323K 0.05%
7,620
103
$301K 0.05%
3,875
104
$292K 0.05%
6,033
-690
105
$284K 0.05%
5,290
+490
106
$254K 0.04%
3,230
107
$252K 0.04%
2,174
-89
108
$246K 0.04%
2,986
+4
109
$244K 0.04%
4,525
-60
110
$241K 0.04%
3,394
-145
111
$236K 0.04%
6,975
+1,069
112
$219K 0.04%
1,900
113
$205K 0.03%
3,845
-1,690
114
$204K 0.03%
1,575
-235
115
$191K 0.03%
2,360
-3,310
116
$185K 0.03%
1,260
117
$183K 0.03%
3,967
118
$178K 0.03%
2,814
-1,090
119
$178K 0.03%
3,840
+480
120
$175K 0.03%
2,260
-365
121
$174K 0.03%
3,522
122
$162K 0.03%
1,110
123
$158K 0.03%
1,066
124
$157K 0.03%
1,350
125
$155K 0.03%
3,395
-730
2 3 4
5
6