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
151
$262K 0.03%
4,800
152
$258K 0.03%
945
153
$248K 0.03%
1,077
+86
154
$233K 0.03%
847
155
$232K 0.03%
2,532
-3,613
156
$229K 0.03%
2,139
-200
157
$224K 0.02%
628
158
$222K 0.02%
9,750
159
$217K 0.02%
1,062
+4
160
$217K 0.02%
1,921
+2
161
$216K 0.02%
4,507
-106
162
$215K 0.02%
5,375
-175
163
$212K 0.02%
3,632
+122
164
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3,188
-492
165
$208K 0.02%
4,130
+2,192
166
$206K 0.02%
2,260
167
$203K 0.02%
3,461
168
$202K 0.02%
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169
$198K 0.02%
526
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170
$190K 0.02%
6,750
171
$190K 0.02%
1,491
172
$189K 0.02%
1,337
+3
173
$188K 0.02%
3,057
174
$186K 0.02%
1,640
175
$185K 0.02%
+871
5 6
7
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