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
176
$206K 0.02%
865
-161
177
$202K 0.02%
510
-12
178
$202K 0.02%
2,204
-273
179
$198K 0.02%
3,461
180
$195K 0.02%
1,549
-91
181
$195K 0.02%
1,722
182
$194K 0.02%
368
183
$189K 0.02%
3,124
184
$184K 0.02%
1,029
+54
185
$180K 0.02%
+2,380
186
$179K 0.02%
+700
187
$179K 0.02%
404
188
$176K 0.02%
800
189
$176K 0.02%
2,100
190
$175K 0.02%
1,545
191
$175K 0.02%
571
+30
192
$173K 0.02%
+2,955
193
$172K 0.02%
3,605
-250
194
$171K 0.02%
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195
$171K 0.02%
+3,813
196
$167K 0.02%
2,037
-85
197
$167K 0.02%
1,503
-421
198
$160K 0.02%
507
199
$155K 0.02%
3,752
200
$154K 0.02%
2,000
6 7
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