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
201
$118K 0.01%
1,880
202
$115K 0.01%
984
+7
203
$114K 0.01%
2,500
204
$113K 0.01%
+7,464
205
$111K 0.01%
+4,500
206
$110K 0.01%
5,830
207
$107K 0.01%
+3,481
208
$107K 0.01%
+3,543
209
$105K 0.01%
2,400
+160
210
$104K 0.01%
1,255
211
$102K 0.01%
+555
212
$101K 0.01%
+1,466
213
– –
-1,732
214
– –
-6,060
5 6 7 8
9