AIM

Acropolis Investment Management Portfolio holdings

AUM $2.22B
1-Year Est. Return 14.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$529M
AUM Growth
+$8.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$3.6M
3
+$2.23M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.13M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$742K

Top Sells

1
+$11.6M
2
+$6.35M
3
+$3.48M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$870K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$527K

Sector Composition

1 Industrials 2.8%
2 Healthcare 2.47%
3 Energy 2.22%
4 Consumer Staples 2.19%
5 Technology 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$126K 0.02%
1,286
127
$126K 0.02%
2,933
128
$126K 0.02%
2,361
+12
129
$119K 0.02%
+2,845
130
$110K 0.02%
4,200
131
$107K 0.02%
1,054
+5
132
$106K 0.02%
+1,711
133
– –
-3,513
2 3 4 5
6