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
$572M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$5.27M
3
+$1.87M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.46M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$871K

Top Sells

1
+$922K
2
+$826K
3
+$558K
4
STJ
St Jude Medical
STJ
+$436K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$378K

Sector Composition

1 Industrials 2.81%
2 Technology 2.35%
3 Financials 2.23%
4 Healthcare 2.2%
5 Energy 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$142K 0.02%
+1,022
127
$141K 0.02%
1,066
128
$139K 0.02%
2,513
-1,900
129
$138K 0.02%
1,939
+5
130
$135K 0.02%
2,933
131
$131K 0.02%
2,395
+12
132
$129K 0.02%
1,136
133
$118K 0.02%
+1,539
134
$117K 0.02%
+1,040
135
$115K 0.02%
+1,350
136
$114K 0.02%
1,632
-246
137
$110K 0.02%
2,307
138
$109K 0.02%
+1,276
139
$108K 0.02%
2,553
-1,559
140
$101K 0.02%
+1,355
141
– –
-5,436
142
– –
-1,973
2 3 4 5
6