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
$591M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$1.95M
3
+$1.42M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.27M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.16M

Top Sells

1
+$1.16M
2
+$764K
3
+$557K
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$557K
5
M icon
Macy's
M
+$503K

Sector Composition

1 Industrials 2.7%
2 Healthcare 2.23%
3 Technology 2.15%
4 Financials 2.13%
5 Energy 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$173K 0.03%
2,097
127
$160K 0.03%
4,125
-10,555
128
$157K 0.03%
3,522
129
$156K 0.03%
1,102
+80
130
$153K 0.03%
1,066
131
$150K 0.03%
3,360
132
$145K 0.02%
1,943
+4
133
$144K 0.02%
+1,110
134
$140K 0.02%
1,350
135
$132K 0.02%
2,406
+11
136
$123K 0.02%
1,045
+5
137
$122K 0.02%
+5,040
138
$121K 0.02%
2,933
139
$115K 0.02%
2,307
140
$114K 0.02%
1,286
+10
141
$111K 0.02%
1,708
+76
142
$107K 0.02%
1,355
143
$106K 0.02%
+1,461
144
– –
-1,539
145
– –
-2,513
146
– –
-2,553
147
– –
-6,125
148
– –
-5,600
2 3 4 5
6