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
$591M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$1.95M
3
+$1.42M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.27M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.16M

Top Sells

1
+$1.16M
2
+$764K
3
+$557K
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$557K
5
M icon
Macy's
M
+$503K

Sector Composition

1 Industrials 2.7%
2 Healthcare 2.23%
3 Technology 2.15%
4 Financials 2.13%
5 Energy 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$87.3M 14.77%
2,508,230
+33,255
2
$72.4M 12.25%
1,751,805
+15,022
3
$69.9M 11.83%
854,154
+23,870
4
$54.5M 9.23%
245,629
+17,716
5
$35.9M 6.08%
682,044
+26,950
6
$33.1M 5.61%
472,355
+3,892
7
$25M 4.23%
300,209
+15,276
8
$24.6M 4.17%
603,180
+14,420
9
$14.6M 2.47%
59,915
-273
10
$11.5M 1.95%
105,249
-5,088
11
$10.7M 1.81%
195,286
-4,212
12
$7.83M 1.33%
120,044
-1,572
13
$7.11M 1.2%
67,760
-135
14
$6.16M 1.04%
57,675
-3,503
15
$5.5M 0.93%
160,796
-200
16
$4.11M 0.7%
85,660
-188
17
$3.67M 0.62%
27,705
-1,142
18
$3.58M 0.61%
19,303
-1,955
19
$3.18M 0.54%
94,271
-6,322
20
$3.08M 0.52%
50,659
21
$2.9M 0.49%
22,891
-1,450
22
$2.84M 0.48%
24,404
-89
23
$2.75M 0.46%
76,248
+800
24
$2.68M 0.45%
106,248
-2,760
25
$2.54M 0.43%
36,925
-155
1
2 3 4 5