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
$623M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.23M
3
+$1.22M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$953K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$473K

Top Sells

1
+$3.85M
2
+$2.75M
3
+$1.24M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$796K
5
MBB icon
iShares MBS ETF
MBB
+$614K

Sector Composition

1 Industrials 2.11%
2 Technology 1.99%
3 Healthcare 1.8%
4 Financials 1.53%
5 Energy 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$93.2M 14.96%
2,314,880
+1,120
2
$88.2M 14.16%
330,268
+868
3
$76.3M 12.24%
1,762,222
+75,121
4
$70.6M 11.34%
897,521
-48,935
5
$41.1M 6.6%
805,528
-24,394
6
$37.4M 6.01%
429,002
-9,123
7
$26.3M 4.23%
326,456
+11,814
8
$24.2M 3.89%
590,538
+29,766
9
$11.4M 1.83%
38,849
-1,225
10
$10M 1.61%
94,982
-2,703
11
$7.46M 1.2%
64,418
-989
12
$6.84M 1.1%
154,520
-2,216
13
$6.72M 1.08%
126,590
-51,698
14
$5.98M 0.96%
87,924
-1,843
15
$4.66M 0.75%
84,528
-1,500
16
$4.55M 0.73%
44,033
-5,940
17
$3.91M 0.63%
34,170
+10
18
$3.77M 0.61%
14,171
+781
19
$3.43M 0.55%
66,110
+42,984
20
$3.27M 0.52%
50,959
+6,180
21
$3.12M 0.5%
24,645
+146
22
$3.02M 0.48%
53,472
-2,664
23
$2.94M 0.47%
62,168
-2,762
24
$2.68M 0.43%
19,386
-1,144
25
$2.51M 0.4%
80,232
+2,070
1
2 3 4 5