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
$909M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$3.42M
3
+$2.72M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.49M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$780K

Top Sells

1
+$5.1M
2
+$3.38M
3
+$2.99M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.5M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.03M

Sector Composition

1 Technology 2.54%
2 Industrials 1.72%
3 Healthcare 1.55%
4 Consumer Discretionary 1.43%
5 Financials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$170M 18.72%
495,407
+7,234
2
$107M 11.79%
1,215,886
+54,521
3
$91.1M 10.02%
1,929,741
+16,520
4
$76.4M 8.41%
1,662,925
-65,040
5
$75.1M 8.25%
816,729
-36,801
6
$57.8M 6.36%
1,069,633
+50,250
7
$30.6M 3.37%
611,475
+2,957
8
$21M 2.31%
303,511
-8,188
9
$18.4M 2.02%
104,577
+1,579
10
$13M 1.43%
34,586
-506
11
$11.9M 1.31%
317,316
+90,712
12
$10.7M 1.18%
80,727
-2,507
13
$10.5M 1.15%
53,707
-2,549
14
$10.2M 1.12%
49,114
-721
15
$9.87M 1.09%
154,634
+538
16
$7.98M 0.88%
62,365
+944
17
$6.92M 0.76%
101,239
-3,252
18
$6.81M 0.75%
57,635
-8,706
19
$5.95M 0.65%
95,943
-2,656
20
$5.37M 0.59%
78,286
-1,615
21
$5.17M 0.57%
70,861
-797
22
$4.67M 0.51%
13,327
+57
23
$4.53M 0.5%
53,335
-29,441
24
$4.39M 0.48%
244,078
+858
25
$3.81M 0.42%
79,236
+36
1
2 3 4 5