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
$503M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.21M
3
+$2.18M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.9M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.28M

Top Sells

1
+$4.03M
2
+$1.68M
3
+$994K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$626K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$484K

Sector Composition

1 Industrials 2.61%
2 Healthcare 2.36%
3 Technology 2.16%
4 Consumer Staples 2.13%
5 Financials 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$67.4M 13.4%
2,417,740
+68,290
2
$58.2M 11.59%
721,198
+45,084
3
$51.7M 10.28%
1,406,910
+27,711
4
$35M 6.96%
187,087
+4,057
5
$26.6M 5.28%
482,336
+8,046
6
$24.8M 4.94%
226,294
+7,642
7
$20.5M 4.09%
257,694
+1,300
8
$20.3M 4.03%
188,134
+20,480
9
$16M 3.18%
488,825
+39,215
10
$14.6M 2.9%
134,779
-5,795
11
$13.6M 2.7%
66,351
-1,995
12
$12.1M 2.41%
225,624
-31,262
13
$10.5M 2.09%
201,018
-76,970
14
$9.22M 1.83%
157,034
-8,237
15
$6.58M 1.31%
74,373
-871
16
$4.9M 0.97%
169,112
-3,900
17
$4.25M 0.85%
106,200
-380
18
$3.77M 0.75%
109,477
+1,299
19
$3.48M 0.69%
33,900
+225
20
$2.99M 0.6%
25,435
+1,710
21
$2.81M 0.56%
24,850
+1,645
22
$2.64M 0.53%
48,555
+40,165
23
$2.56M 0.51%
26,188
-490
24
$2.54M 0.51%
48,965
+2,780
25
$2.54M 0.5%
28,189
-1,073
1
2 3 4 5