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
$909M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$3.42M
3
+$2.72M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.49M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$780K

Top Sells

1
+$5.1M
2
+$3.38M
3
+$2.99M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.5M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.03M

Sector Composition

1 Technology 2.54%
2 Industrials 1.72%
3 Healthcare 1.55%
4 Consumer Discretionary 1.43%
5 Financials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$584K 0.06%
15,407
-441
102
$556K 0.06%
2,593
-42
103
$544K 0.06%
6,933
104
$539K 0.06%
12,051
-208
105
$528K 0.06%
4,365
-445
106
$519K 0.06%
12,551
-8,875
107
$509K 0.06%
10,916
+2,981
108
$505K 0.06%
9,207
+505
109
$492K 0.05%
10,646
-120
110
$485K 0.05%
2,086
-156
111
$474K 0.05%
5,492
112
$474K 0.05%
7,102
113
$458K 0.05%
4,322
114
$452K 0.05%
5,796
-237
115
$447K 0.05%
12,151
+120
116
$443K 0.05%
6,336
-2,932
117
$424K 0.05%
2,401
+1,626
118
$418K 0.05%
3,563
+129
119
$417K 0.05%
8,939
+90
120
$415K 0.05%
1,909
121
$415K 0.05%
19,103
122
$402K 0.04%
3,674
-60
123
$396K 0.04%
+4,323
124
$381K 0.04%
2,984
125
$378K 0.04%
+8,018
3 4
5
6 7