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
$535M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.66M
3
+$1.21M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.04M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$756K

Top Sells

1
+$604K
2
+$447K
3
+$439K
4
IBB icon
iShares Biotechnology ETF
IBB
+$371K
5
MNST icon
Monster Beverage
MNST
+$293K

Sector Composition

1 Energy 3.58%
2 Industrials 3.1%
3 Healthcare 2.39%
4 Consumer Staples 1.94%
5 Technology 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$160K 0.03%
1,480
127
$155K 0.03%
1,245
128
$152K 0.03%
+7,444
129
$149K 0.03%
5,414
130
$148K 0.03%
2,302
+282
131
$144K 0.03%
1,914
-569
132
$140K 0.03%
1,755
-1,405
133
$139K 0.03%
2,933
134
$138K 0.03%
1,000
135
$138K 0.03%
+1,349
136
$136K 0.03%
9,465
137
$134K 0.03%
8,300
138
$133K 0.02%
3,125
-1,555
139
$126K 0.02%
1,295
-630
140
$121K 0.02%
5,719
-888
141
$114K 0.02%
2,285
-200
142
$112K 0.02%
1,645
-43
143
$109K 0.02%
1,664
-1,128
144
$105K 0.02%
655
145
$103K 0.02%
+1,366
146
$101K 0.02%
+1,508
147
– –
-3,375
148
– –
-1,665
149
– –
-1,522
150
– –
-2,407
3 4 5
6
7