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
201
$153K 0.01%
10,272
+235
202
$148K 0.01%
1,400
203
$146K 0.01%
2,242
204
$136K 0.01%
4,500
205
$132K 0.01%
1,466
206
$130K 0.01%
7,464
207
$128K 0.01%
2,500
208
$127K 0.01%
+1,262
209
$125K 0.01%
629
210
$125K 0.01%
2,283
-31,294
211
$125K 0.01%
2,261
+226
212
$121K 0.01%
3,688
+283
213
$119K 0.01%
1,880
214
$116K 0.01%
2,880
+160
215
$112K 0.01%
641
216
$109K 0.01%
+1,404
217
$107K 0.01%
1,760
-3,750
218
$106K 0.01%
+555
219
$104K 0.01%
1,255
220
$104K 0.01%
+640
221
$101K 0.01%
+817
222
– –
-2,400
223
– –
-1,831
224
– –
-1,798
225
– –
-5,492
6 7 8
9
10