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
$535M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.66M
3
+$1.21M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.04M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$756K

Top Sells

1
+$604K
2
+$447K
3
+$439K
4
IBB icon
iShares Biotechnology ETF
IBB
+$371K
5
MNST icon
Monster Beverage
MNST
+$293K

Sector Composition

1 Energy 3.58%
2 Industrials 3.1%
3 Healthcare 2.39%
4 Consumer Staples 1.94%
5 Technology 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$71.3M 13.32%
2,346,345
+7,250
2
$55.5M 10.36%
665,635
+19,951
3
$54.3M 10.14%
1,362,893
+53,265
4
$31.9M 5.96%
168,572
+5,484
5
$27.7M 5.18%
469,714
+5,222
6
$24.6M 4.6%
216,693
+2,150
7
$20.7M 3.87%
245,923
-5,297
8
$20.2M 3.77%
493,906
+18,500
9
$17.9M 3.35%
160,931
-2,018
10
$17.2M 3.21%
155,810
+5,871
11
$16.1M 3.01%
77,519
-638
12
$15.8M 2.96%
300,228
+9,508
13
$15.2M 2.84%
275,010
-5,196
14
$9.4M 1.76%
146,484
-9,416
15
$7.05M 1.32%
76,184
+5,395
16
$5.18M 0.97%
181,844
+26,136
17
$4.28M 0.8%
98,800
-3,560
18
$3.97M 0.74%
37,791
-1,008
19
$3.27M 0.61%
32,455
-317
20
$3.2M 0.6%
116,850
+1,281
21
$3.12M 0.58%
99,869
+918
22
$3.1M 0.58%
27,048
-3,240
23
$2.97M 0.56%
28,887
-205
24
$2.88M 0.54%
39,066
-3,354
25
$2.77M 0.52%
23,398
-190
1
2 3 4 5