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
151
– –
-2,085
152
– –
-1,642
153
– –
-1,690
154
– –
-2,727
3 4 5 6
7