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
$1.03B
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$2.11M
3
+$1.11M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$960K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$602K

Top Sells

1
+$2.69M
2
+$1.84M
3
+$1.71M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.17M
5
VV icon
Vanguard Large-Cap ETF
VV
+$754K

Sector Composition

1 Technology 2.54%
2 Industrials 1.76%
3 Financials 1.54%
4 Healthcare 1.52%
5 Consumer Discretionary 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$468K 0.05%
8,814
-125
127
$467K 0.05%
4,032
+333
128
$453K 0.04%
1,859
129
$445K 0.04%
12,134
+910
130
$441K 0.04%
8,144
-697
131
$428K 0.04%
9,746
132
$428K 0.04%
1,968
133
$424K 0.04%
4,967
-68
134
$419K 0.04%
1,847
-105
135
$412K 0.04%
3,735
136
$404K 0.04%
15,516
+536
137
$393K 0.04%
8,700
138
$392K 0.04%
3,261
139
$373K 0.04%
2,413
+162
140
$373K 0.04%
6,178
-1,574
141
$367K 0.04%
2,615
+112
142
$364K 0.04%
4,244
-555
143
$353K 0.03%
970
144
$351K 0.03%
880
-3
145
$341K 0.03%
3,570
146
$336K 0.03%
3,277
+169
147
$332K 0.03%
1,805
-90
148
$323K 0.03%
14,859
-4,044
149
$296K 0.03%
2,860
150
$290K 0.03%
945
4 5
6
7 8