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
176
$184K 0.02%
340
177
$177K 0.02%
1,722
178
$173K 0.02%
6,287
-721
179
$168K 0.02%
4,458
+6
180
$167K 0.02%
800
181
$165K 0.02%
402
182
$159K 0.02%
+3,198
183
$158K 0.02%
1,400
184
$158K 0.02%
2,100
185
$158K 0.02%
3,855
186
$157K 0.02%
974
-138
187
$151K 0.02%
1,545
188
$151K 0.02%
+1,750
189
$148K 0.02%
2,198
+3
190
$147K 0.02%
541
191
$144K 0.02%
+2,000
192
$141K 0.02%
507
193
$141K 0.02%
2,783
-1,030
194
$133K 0.01%
641
195
$133K 0.01%
1,400
196
$132K 0.01%
4,353
-54
197
$131K 0.01%
2,242
198
$128K 0.01%
844
199
$127K 0.01%
4,673
200
$124K 0.01%
+2,347
5 6 7
8
9