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
$634M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$2.32M
3
+$776K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$773K
5
MDT icon
Medtronic
MDT
+$204K

Top Sells

1
+$1.47M
2
+$927K
3
+$908K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$565K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$507K

Sector Composition

1 Technology 1.9%
2 Industrials 1.88%
3 Healthcare 1.53%
4 Financials 1.35%
5 Consumer Staples 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$146K 0.02%
7,289
-556
127
$134K 0.02%
800
128
$131K 0.02%
1,263
129
$128K 0.02%
889
+18
130
$126K 0.02%
2,335
+3
131
$123K 0.02%
1,487
132
$123K 0.02%
1,470
-230
133
$123K 0.02%
+6,060
134
$119K 0.02%
4,559
-249
135
$119K 0.02%
1,883
-241
136
$115K 0.02%
+7,454
137
$115K 0.02%
+1,008
138
$113K 0.02%
1,230
-225
139
$111K 0.02%
+9,762
140
$110K 0.02%
+810
141
$108K 0.02%
+4,338
142
$104K 0.02%
+666
143
$103K 0.02%
+1,540
144
$102K 0.02%
600
145
– –
-11,670
146
– –
-527
147
– –
-2,057
2 3 4 5
6