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
$722M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$745K
3
+$341K
4
EPC icon
Edgewell Personal Care
EPC
+$302K
5
VTV icon
Vanguard Value ETF
VTV
+$202K

Top Sells

1
+$4.26M
2
+$1.65M
3
+$1.5M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$695K

Sector Composition

1 Technology 2.41%
2 Industrials 1.72%
3 Financials 1.56%
4 Healthcare 1.51%
5 Consumer Staples 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$256K 0.04%
5,464
-348
127
$242K 0.03%
3,068
+33
128
$239K 0.03%
3,570
129
$216K 0.03%
883
130
$203K 0.03%
4,393
-220
131
$202K 0.03%
4,001
-180
132
$196K 0.03%
3,461
133
$186K 0.03%
1,035
134
$186K 0.03%
945
135
$186K 0.03%
2,177
+76
136
$172K 0.02%
907
137
$172K 0.02%
1,491
+150
138
$171K 0.02%
529
-158
139
$169K 0.02%
1,563
140
$166K 0.02%
2,888
141
$163K 0.02%
+1,361
142
$160K 0.02%
2,084
-346
143
$153K 0.02%
2,643
+250
144
$152K 0.02%
+1,221
145
$148K 0.02%
1,487
146
$147K 0.02%
1,838
+71
147
$145K 0.02%
800
148
$131K 0.02%
+2,229
149
$129K 0.02%
382
-25
150
$129K 0.02%
609
-114
3 4 5
6
7