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
$634M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$2.32M
3
+$776K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$773K
5
MDT icon
Medtronic
MDT
+$204K

Top Sells

1
+$1.47M
2
+$927K
3
+$908K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$565K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$507K

Sector Composition

1 Technology 1.9%
2 Industrials 1.88%
3 Healthcare 1.53%
4 Financials 1.35%
5 Consumer Staples 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$347K 0.05%
7,274
+270
102
$343K 0.05%
1,805
-289
103
$322K 0.05%
13,605
-809
104
$317K 0.05%
6,583
+78
105
$311K 0.05%
7,620
106
$290K 0.05%
2,002
-705
107
$273K 0.04%
10,811
-1,850
108
$269K 0.04%
3,014
+4
109
$266K 0.04%
3,325
-1,431
110
$262K 0.04%
970
111
$257K 0.04%
1,350
112
$257K 0.04%
1,539
+155
113
$238K 0.04%
5,182
114
$230K 0.04%
8,020
115
$228K 0.04%
3,035
-184
116
$211K 0.03%
3,570
117
$204K 0.03%
+2,238
118
$197K 0.03%
1,680
-10
119
$196K 0.03%
3,916
-669
120
$193K 0.03%
3,461
121
$185K 0.03%
2,290
+4
122
$180K 0.03%
6,160
-715
123
$169K 0.03%
561
-50
124
$156K 0.02%
907
125
$153K 0.02%
2,888
2 3 4
5
6