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
$909M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$3.42M
3
+$2.72M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.49M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$780K

Top Sells

1
+$5.1M
2
+$3.38M
3
+$2.99M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.5M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.03M

Sector Composition

1 Technology 2.54%
2 Industrials 1.72%
3 Healthcare 1.55%
4 Consumer Discretionary 1.43%
5 Financials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$371K 0.04%
5,434
+1
127
$360K 0.04%
5,037
+8
128
$358K 0.04%
1,967
129
$354K 0.04%
3,245
-245
130
$353K 0.04%
10,114
131
$350K 0.04%
3,068
+4
132
$346K 0.04%
4,045
-1,276
133
$340K 0.04%
+11,300
134
$337K 0.04%
9,746
135
$334K 0.04%
8,700
136
$333K 0.04%
14,980
137
$331K 0.04%
11,224
138
$327K 0.04%
4,036
-677
139
$326K 0.04%
5,759
-5,703
140
$320K 0.04%
3,553
+410
141
$319K 0.04%
2,646
-422
142
$312K 0.03%
10,341
-3,593
143
$312K 0.03%
883
144
$296K 0.03%
970
145
$294K 0.03%
3,570
146
$281K 0.03%
2,364
-25
147
$275K 0.03%
3,108
-60
148
$275K 0.03%
1,895
149
$274K 0.03%
+2,493
150
$264K 0.03%
2,000
4 5
6
7 8