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
$623M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.23M
3
+$1.22M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$953K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$473K

Top Sells

1
+$3.85M
2
+$2.75M
3
+$1.24M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$796K
5
MBB icon
iShares MBS ETF
MBB
+$614K

Sector Composition

1 Industrials 2.11%
2 Technology 1.99%
3 Healthcare 1.8%
4 Financials 1.53%
5 Energy 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$130K 0.02%
800
127
$126K 0.02%
+3,570
128
$124K 0.02%
1,610
-690
129
$123K 0.02%
871
-135
130
$120K 0.02%
2,437
+190
131
$119K 0.02%
1,540
132
$118K 0.02%
1,487
133
$117K 0.02%
1,002
-67
134
$114K 0.02%
1,269
-135
135
$113K 0.02%
+1,152
136
$111K 0.02%
1,333
-720
137
$110K 0.02%
+2,044
138
$108K 0.02%
1,421
139
$107K 0.02%
+4,338
140
$105K 0.02%
+429
141
$105K 0.02%
995
142
$105K 0.02%
3,550
143
$103K 0.02%
+600
144
$102K 0.02%
934
-25
145
$101K 0.02%
+396
146
$100K 0.02%
+658
147
– –
-2,092
148
– –
-971
149
– –
-1,423
150
– –
-1,208
3 4 5
6
7