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
$529M
AUM Growth
+$8.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$3.52M
3
+$2.26M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.15M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$720K

Top Sells

1
+$11.8M
2
+$6.38M
3
+$3.49M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$844K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$531K

Sector Composition

1 Industrials 2.8%
2 Healthcare 2.47%
3 Energy 2.22%
4 Consumer Staples 2.19%
5 Technology 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$76.4M 14.44%
2,556,675
+1,585
2
$64.6M 12.21%
766,561
+26,819
3
$58.7M 11.1%
1,660,724
+99,584
4
$41.7M 7.88%
216,995
+11,182
5
$29.6M 5.59%
509,024
+4,964
6
$23.6M 4.47%
266,633
+1,777
7
$23.4M 4.42%
434,475
+259,305
8
$20.1M 3.81%
571,616
+11,486
9
$13.3M 2.51%
117,882
-4,144
10
$13.2M 2.5%
62,781
-2,524
11
$11.9M 2.25%
214,418
-1,426
12
$11.9M 2.25%
108,211
-58,049
13
$7.66M 1.45%
137,148
-15,113
14
$6.62M 1.25%
71,205
-1,358
15
$4.76M 0.9%
163,292
-1,424
16
$3.96M 0.75%
32,610
-468
17
$3.9M 0.74%
92,860
-12,400
18
$3.63M 0.69%
110,785
-1,582
19
$3.4M 0.64%
24,045
-20
20
$3.38M 0.64%
63,650
-65,888
21
$3.19M 0.6%
26,795
+895
22
$2.9M 0.55%
24,827
-101,179
23
$2.88M 0.55%
27,510
-1,100
24
$2.87M 0.54%
117,702
-1,047
25
$2.67M 0.5%
28,496
+1,450
1
2 3 4 5