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
$623M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.23M
3
+$1.22M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$953K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$473K

Top Sells

1
+$3.85M
2
+$2.75M
3
+$1.24M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$796K
5
MBB icon
iShares MBS ETF
MBB
+$614K

Sector Composition

1 Industrials 2.11%
2 Technology 1.99%
3 Healthcare 1.8%
4 Financials 1.53%
5 Energy 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$328K 0.05%
2,191
+462
102
$322K 0.05%
2,836
103
$312K 0.05%
17,625
-7,869
104
$308K 0.05%
970
-15
105
$303K 0.05%
3,000
+2
106
$289K 0.05%
5,088
+427
107
$278K 0.04%
2,092
-90
108
$263K 0.04%
7,885
-170
109
$258K 0.04%
1,350
110
$252K 0.04%
3,219
111
$238K 0.04%
2,107
+1,160
112
$235K 0.04%
5,182
113
$216K 0.03%
2,284
-52
114
$213K 0.03%
3,983
+197
115
$213K 0.03%
3,570
116
$213K 0.03%
3,980
+550
117
$200K 0.03%
3,850
-228
118
$192K 0.03%
1,804
119
$181K 0.03%
2,245
120
$174K 0.03%
962
121
$166K 0.03%
+3,035
122
$153K 0.02%
+1,510
123
$149K 0.02%
2,044
-250
124
$146K 0.02%
+4,000
125
$138K 0.02%
1,455
3 4
5
6 7