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
$722M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$745K
3
+$341K
4
EPC icon
Edgewell Personal Care
EPC
+$302K
5
VTV icon
Vanguard Value ETF
VTV
+$202K

Top Sells

1
+$4.26M
2
+$1.65M
3
+$1.5M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$695K

Sector Composition

1 Technology 2.41%
2 Industrials 1.72%
3 Financials 1.56%
4 Healthcare 1.51%
5 Consumer Staples 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$102M 14.08%
343,917
-14,417
2
$95.6M 13.23%
2,324,210
-40,155
3
$87.4M 12.1%
1,043,072
+8,889
4
$79M 10.94%
1,794,604
-34,032
5
$49M 6.78%
922,219
-1,558
6
$40.7M 5.63%
485,490
-4,866
7
$29.7M 4.11%
320,552
-7,491
8
$27.7M 3.84%
624,156
-4,101
9
$12.2M 1.69%
186,599
+383
10
$11.8M 1.64%
36,599
-1,223
11
$8.24M 1.14%
73,296
-9,809
12
$8M 1.11%
61,649
-490
13
$7.38M 1.02%
118,800
-1,801
14
$7.37M 1.02%
152,736
-400
15
$6.49M 0.9%
43,876
-2,946
16
$5.47M 0.76%
91,828
-2,072
17
$5.44M 0.75%
74,300
+1,884
18
$5.32M 0.74%
76,672
-6,089
19
$5.01M 0.69%
31,793
-152
20
$4.98M 0.69%
27,952
+341
21
$3.91M 0.54%
13,289
-235
22
$3.73M 0.52%
62,919
-542
23
$3.35M 0.46%
30,970
-359
24
$3.19M 0.44%
55,112
-348
25
$3.15M 0.44%
23,214
-585
1
2 3 4 5