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
$572M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$5.27M
3
+$1.87M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.46M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$871K

Top Sells

1
+$922K
2
+$826K
3
+$558K
4
STJ
St Jude Medical
STJ
+$436K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$378K

Sector Composition

1 Industrials 2.81%
2 Technology 2.35%
3 Financials 2.23%
4 Healthcare 2.2%
5 Energy 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$84.8M 14.83%
2,474,975
-24,130
2
$68.3M 11.94%
1,736,783
+37,214
3
$67.3M 11.78%
830,284
+65,057
4
$49.3M 8.63%
227,913
+8,662
5
$34.4M 6.02%
655,094
+140,520
6
$32.4M 5.67%
468,463
-8,067
7
$23.5M 4.12%
284,933
+10,550
8
$23.4M 4.09%
588,760
+15,672
9
$14.3M 2.5%
60,188
-861
10
$12M 2.09%
110,337
-1,771
11
$10.9M 1.9%
199,498
-3,434
12
$7.58M 1.33%
121,616
-2,580
13
$7.06M 1.24%
67,895
-987
14
$6.52M 1.14%
61,178
-8,657
15
$5.29M 0.93%
160,996
+784
16
$4.02M 0.7%
85,848
-616
17
$3.63M 0.63%
100,593
-4,668
18
$3.59M 0.63%
28,847
-1,127
19
$3.49M 0.61%
21,258
-155
20
$2.94M 0.51%
50,659
-1,484
21
$2.93M 0.51%
24,341
-1,015
22
$2.81M 0.49%
24,493
-30
23
$2.71M 0.47%
75,448
-1,524
24
$2.62M 0.46%
109,008
-1,944
25
$2.56M 0.45%
23,883
-816
1
2 3 4 5