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
$634M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$2.32M
3
+$776K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$773K
5
MDT icon
Medtronic
MDT
+$204K

Top Sells

1
+$1.47M
2
+$927K
3
+$908K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$565K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$507K

Sector Composition

1 Technology 1.9%
2 Industrials 1.88%
3 Healthcare 1.53%
4 Financials 1.35%
5 Consumer Staples 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$85.1M 13.41%
2,246,570
-24,480
2
$84.9M 13.37%
326,938
-938
3
$79.4M 12.51%
978,107
+28,606
4
$68M 10.72%
1,664,291
+4,103
5
$44.6M 7.03%
851,667
+95,685
6
$35.6M 5.61%
461,441
-11,768
7
$27.4M 4.32%
315,678
-5,828
8
$24.5M 3.86%
576,424
+18,188
9
$11.9M 1.88%
196,194
-9,295
10
$10.6M 1.68%
37,385
-629
11
$9.83M 1.55%
90,124
+7,112
12
$7.1M 1.12%
62,978
-1,104
13
$6.94M 1.09%
53,453
-594
14
$6.64M 1.05%
115,570
-25,555
15
$6.58M 1.04%
152,764
-2,644
16
$5.46M 0.86%
84,191
-1,963
17
$5.07M 0.8%
94,055
-628
18
$4.21M 0.66%
26,192
-828
19
$4.04M 0.64%
34,231
-391
20
$3.38M 0.53%
13,691
-1,372
21
$3.33M 0.53%
60,419
-4,690
22
$3.22M 0.51%
59,886
-2,294
23
$3.14M 0.49%
29,525
+650
24
$2.88M 0.45%
23,278
-896
25
$2.75M 0.43%
175,360
-390
1
2 3 4 5