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
151
$128K 0.02%
1,017
+3
152
$125K 0.02%
+2,250
153
$125K 0.02%
1,230
154
$124K 0.02%
+1,528
155
$121K 0.02%
1,880
156
$119K 0.02%
+6,060
157
$118K 0.02%
4,304
158
$117K 0.02%
1,370
+4
159
$116K 0.02%
600
160
$114K 0.02%
934
161
$113K 0.02%
815
-975
162
$113K 0.02%
764
-97
163
$112K 0.02%
1,757
164
$111K 0.02%
975
165
$107K 0.01%
+2,247
166
$106K 0.01%
3,940
-1,170
167
$106K 0.01%
+1,388
168
$105K 0.01%
4,338
169
$104K 0.01%
1,189
-396
170
$100K 0.01%
+1,326
171
– –
-6,606
172
– –
-641
173
– –
-9,792
174
– –
-2,698
3 4 5 6
7