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
$1.12B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$36.8M
2
+$33.4M
3
+$11.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.24M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$4.12M

Top Sells

1
+$32.2M
2
+$3.66M
3
+$1.93M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$870K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$688K

Sector Composition

1 Technology 1.96%
2 Healthcare 1.79%
3 Consumer Staples 1.63%
4 Industrials 1.55%
5 Financials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$125K 0.01%
2,494
+17
227
$125K 0.01%
1,378
228
$122K 0.01%
+1,570
229
$122K 0.01%
4,523
+23
230
$121K 0.01%
+1,486
231
$121K 0.01%
507
232
$121K 0.01%
1,543
-252
233
$119K 0.01%
+5,410
234
$117K 0.01%
+397
235
$116K 0.01%
899
+2
236
$114K 0.01%
1,821
+2
237
$114K 0.01%
646
+5
238
$113K 0.01%
723
+9
239
$113K 0.01%
1,370
240
$107K 0.01%
+2,001
241
$105K 0.01%
+2,323
242
$105K 0.01%
+669
243
$104K 0.01%
1,611
+17
244
$103K 0.01%
1,262
245
– –
-164,842
246
– –
-6,444
247
– –
-16,379
248
– –
-3,768
249
– –
-3,159
250
– –
-1,000
7 8 9
10
11