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
$1.03B
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$2.11M
3
+$1.11M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$960K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$602K

Top Sells

1
+$2.69M
2
+$1.84M
3
+$1.71M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.17M
5
VV icon
Vanguard Large-Cap ETF
VV
+$754K

Sector Composition

1 Technology 2.54%
2 Industrials 1.76%
3 Financials 1.54%
4 Healthcare 1.52%
5 Consumer Discretionary 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$195M 18.96%
495,918
-4,687
2
$129M 12.55%
1,503,618
+117,634
3
$102M 9.86%
1,970,578
+11,678
4
$84M 8.16%
743,321
-10,377
5
$80.3M 7.8%
1,494,355
-50,085
6
$66.2M 6.43%
1,241,094
+39,580
7
$34.4M 3.34%
632,845
+17,684
8
$21.8M 2.12%
290,892
-6,678
9
$19.8M 1.92%
98,435
-3,757
10
$15.4M 1.5%
398,155
+28,784
11
$14.3M 1.39%
33,217
-1,115
12
$11.1M 1.08%
152,818
-399
13
$10.9M 1.06%
79,808
-4,406
14
$10.6M 1.03%
44,502
-1,779
15
$10.3M 1%
45,789
-2,738
16
$8.67M 0.84%
58,717
-512
17
$6.81M 0.66%
59,073
+354
18
$6.46M 0.63%
87,170
-6,081
19
$6.1M 0.59%
91,111
-2,437
20
$6.02M 0.58%
46,101
-1,230
21
$5.8M 0.56%
73,218
-1,885
22
$5.28M 0.51%
13,196
-195
23
$5.17M 0.5%
65,536
-848
24
$4.14M 0.4%
210,066
-32,354
25
$3.93M 0.38%
14,504
+332
1
2 3 4 5