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
151
$289K 0.03%
4,800
152
$283K 0.03%
4,460
+760
153
$280K 0.03%
2,747
-808
154
$273K 0.03%
+5,798
155
$272K 0.03%
+2,330
156
$266K 0.03%
847
157
$262K 0.03%
2,324
158
$261K 0.03%
1,071
159
$257K 0.03%
3,080
-1,885
160
$254K 0.02%
9,750
161
$254K 0.02%
+10,068
162
$251K 0.02%
6,750
163
$240K 0.02%
1,640
+50
164
$237K 0.02%
1,058
165
$229K 0.02%
5,065
-859
166
$229K 0.02%
628
167
$226K 0.02%
2,888
168
$225K 0.02%
1,491
169
$223K 0.02%
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170
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5,747
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171
$218K 0.02%
2,786
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172
$217K 0.02%
4,455
+1
173
$208K 0.02%
2,110
-15
174
$206K 0.02%
871
175
$206K 0.02%
2,494
-978
5 6
7
8 9