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
$611M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$2.23M
3
+$1.62M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.1M

Top Sells

1
+$1.74M
2
+$1.25M
3
+$1.16M
4
MPC icon
Marathon Petroleum
MPC
+$652K
5
INTC icon
Intel
INTC
+$571K

Sector Composition

1 Industrials 2.36%
2 Technology 1.88%
3 Healthcare 1.86%
4 Financials 1.71%
5 Energy 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$90.9M 14.88%
2,541,880
+33,650
2
$77.1M 12.62%
1,777,163
+25,358
3
$73.3M 11.98%
317,438
+71,809
4
$72.2M 11.82%
881,307
+27,153
5
$37.6M 6.15%
712,813
+30,769
6
$35.3M 5.77%
474,948
+2,593
7
$26.2M 4.28%
600,240
-2,940
8
$25.6M 4.18%
307,535
+7,326
9
$14M 2.29%
55,340
-4,575
10
$11.3M 1.85%
103,150
-2,099
11
$10.4M 1.71%
189,366
-5,920
12
$7.21M 1.18%
66,860
-900
13
$6.97M 1.14%
101,809
-18,235
14
$6.12M 1%
57,165
-510
15
$5.71M 0.93%
159,288
-1,508
16
$4.22M 0.69%
85,660
17
$3.42M 0.56%
17,435
-1,868
18
$3.17M 0.52%
24,394
-3,311
19
$3.02M 0.49%
79,277
-14,994
20
$2.89M 0.47%
45,089
-5,570
21
$2.85M 0.47%
24,064
-340
22
$2.56M 0.42%
34,335
-2,590
23
$2.56M 0.42%
66,356
-9,892
24
$2.41M 0.39%
20,497
-3,329
25
$2.31M 0.38%
88,683
-17,565
1
2 3 4 5