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
$520M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$9.11M
2
+$5.53M
3
+$3.96M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.53M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.47M

Top Sells

1
+$11.5M
2
+$3.77M
3
+$2.39M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.41M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.02M

Sector Composition

1 Industrials 2.74%
2 Healthcare 2.35%
3 Technology 2.23%
4 Consumer Staples 2.18%
5 Energy 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$73.7M 14.16%
2,555,090
+137,350
2
$61.3M 11.78%
739,742
+18,544
3
$56M 10.77%
1,561,140
+154,230
4
$38.8M 7.46%
205,813
+18,726
5
$28.4M 5.45%
504,060
+21,724
6
$22.2M 4.27%
264,856
+7,162
7
$19.4M 3.72%
560,130
+71,305
8
$18.2M 3.5%
166,260
-21,874
9
$14.4M 2.78%
126,006
-100,288
10
$13.5M 2.6%
122,026
-12,753
11
$13.5M 2.59%
65,305
-1,046
12
$11.8M 2.28%
215,844
-9,780
13
$9.37M 1.8%
175,170
+170,405
14
$8.7M 1.67%
152,261
-4,773
15
$6.83M 1.31%
129,538
-71,480
16
$6.53M 1.25%
72,563
-1,810
17
$4.77M 0.92%
164,716
-4,396
18
$4.29M 0.82%
105,260
-940
19
$3.59M 0.69%
112,367
+2,890
20
$3.58M 0.69%
33,078
-822
21
$3.1M 0.6%
24,065
-1,370
22
$3.02M 0.58%
25,900
+1,050
23
$2.73M 0.52%
28,610
+421
24
$2.71M 0.52%
118,749
+4,653
25
$2.56M 0.49%
25,953
-235
1
2 3 4 5