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
$540M
AUM Growth
-$217K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$563K
2
+$499K
3
+$492K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$470K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$386K

Top Sells

1
+$2.29M
2
+$2.03M
3
+$1.41M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.19M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$393K

Sector Composition

1 Industrials 2.88%
2 Financials 2.4%
3 Technology 2.36%
4 Energy 2.33%
5 Healthcare 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$82.6M 15.29%
2,499,105
-61,485
2
$62.1M 11.49%
1,699,569
+12,866
3
$61.8M 11.44%
765,227
-17,432
4
$45M 8.33%
219,251
-6
5
$32.8M 6.06%
476,530
-17,248
6
$26.9M 4.98%
514,574
+1,775
7
$22.6M 4.19%
274,383
+5,957
8
$20.5M 3.8%
573,088
+3,471
9
$13.7M 2.54%
61,049
-676
10
$12.1M 2.24%
112,108
-2,231
11
$11M 2.03%
202,932
+92
12
$7.43M 1.37%
69,835
-21,512
13
$7.17M 1.33%
124,196
-3,889
14
$6.98M 1.29%
68,882
-610
15
$4.88M 0.9%
160,212
+1,120
16
$3.87M 0.72%
86,464
-4,036
17
$3.82M 0.71%
105,261
-3,477
18
$3.45M 0.64%
29,974
-1,700
19
$3.43M 0.63%
21,413
-1,620
20
$3.1M 0.57%
25,356
-1,154
21
$2.91M 0.54%
24,699
-1,585
22
$2.8M 0.52%
52,143
+9,309
23
$2.75M 0.51%
24,523
-735
24
$2.64M 0.49%
50,370
-514
25
$2.56M 0.47%
110,952
-5,160
1
2 3 4 5