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
$520M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$9.11M
2
+$5.53M
3
+$3.96M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.53M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.47M

Top Sells

1
+$11.5M
2
+$3.77M
3
+$2.39M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.41M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.02M

Sector Composition

1 Industrials 2.74%
2 Healthcare 2.35%
3 Technology 2.23%
4 Consumer Staples 2.18%
5 Energy 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$106K 0.02%
2,933
127
$104K 0.02%
+2,100
128
$103K 0.02%
+1,049
129
– –
-4,064
130
– –
-2,316
131
– –
-6,585
2 3 4 5
6