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
$722M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$745K
3
+$341K
4
EPC icon
Edgewell Personal Care
EPC
+$302K
5
VTV icon
Vanguard Value ETF
VTV
+$202K

Top Sells

1
+$4.26M
2
+$1.65M
3
+$1.5M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$695K

Sector Composition

1 Technology 2.41%
2 Industrials 1.72%
3 Financials 1.56%
4 Healthcare 1.51%
5 Consumer Staples 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$519K 0.07%
3,173
+221
102
$518K 0.07%
8,624
-26
103
$510K 0.07%
6,953
-541
104
$502K 0.07%
8,471
-1,251
105
$499K 0.07%
4,670
-30
106
$488K 0.07%
4,073
+1,685
107
$488K 0.07%
10,114
-518
108
$446K 0.06%
2,458
+529
109
$431K 0.06%
3,366
-337
110
$383K 0.05%
10,887
+15
111
$381K 0.05%
2,770
-26
112
$379K 0.05%
13,083
-2,659
113
$372K 0.05%
12,086
+1,650
114
$370K 0.05%
11,636
-1,410
115
$358K 0.05%
4,933
-206
116
$343K 0.05%
2,946
-38
117
$341K 0.05%
+2,990
118
$334K 0.05%
970
119
$316K 0.04%
5,938
+125
120
$308K 0.04%
8,462
+65
121
$307K 0.04%
9,978
-248
122
$302K 0.04%
+9,746
123
$300K 0.04%
3,708
+250
124
$293K 0.04%
3,094
+76
125
$271K 0.04%
8,700
3 4
5
6 7