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
$1.03B
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$2.11M
3
+$1.11M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$960K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$602K

Top Sells

1
+$2.69M
2
+$1.84M
3
+$1.71M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.17M
5
VV icon
Vanguard Large-Cap ETF
VV
+$754K

Sector Composition

1 Technology 2.54%
2 Industrials 1.76%
3 Financials 1.54%
4 Healthcare 1.52%
5 Consumer Discretionary 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$730K 0.07%
7,101
+514
102
$724K 0.07%
3,251
+34
103
$692K 0.07%
21,881
+1,347
104
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6,120
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105
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4,836
+2,257
106
$652K 0.06%
7,866
107
$650K 0.06%
9,259
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108
$648K 0.06%
12,230
+181
109
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110
$632K 0.06%
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111
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11,017
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112
$628K 0.06%
3,801
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113
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9,868
+1,501
114
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+7,290
115
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3,429
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116
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7,102
117
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118
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4,865
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119
$516K 0.05%
2,233
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120
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6,304
-232
121
$492K 0.05%
12,554
+2
122
$491K 0.05%
4,017
-80
123
$486K 0.05%
10,646
124
$480K 0.05%
5,996
125
$469K 0.05%
10,114
3 4
5
6 7