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
$611M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$2.23M
3
+$1.62M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.1M

Top Sells

1
+$1.74M
2
+$1.25M
3
+$1.16M
4
MPC icon
Marathon Petroleum
MPC
+$652K
5
INTC icon
Intel
INTC
+$571K

Sector Composition

1 Industrials 2.36%
2 Technology 1.88%
3 Healthcare 1.86%
4 Financials 1.71%
5 Energy 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$148K 0.02%
1,032
-70
127
$148K 0.02%
1,571
+285
128
$146K 0.02%
1,644
+183
129
$140K 0.02%
1,642
-455
130
$140K 0.02%
2,418
+12
131
$138K 0.02%
4,670
-17,575
132
$125K 0.02%
2,933
133
$124K 0.02%
2,352
+45
134
$124K 0.02%
1,947
+4
135
$117K 0.02%
1,050
+5
136
$117K 0.02%
+3,041
137
$115K 0.02%
5,040
138
$113K 0.02%
1,390
-1,295
139
$111K 0.02%
1,355
140
$106K 0.02%
1,541
-167
141
$103K 0.02%
+5,760
142
– –
-41,362
143
– –
-8,530
144
– –
-2,084
145
– –
-13,778
2 3 4 5
6