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
$1.43B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$2.82M
3
+$2.16M
4
BND icon
Vanguard Total Bond Market
BND
+$2.02M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$1.27M

Top Sells

1
+$1.66M
2
+$1.15M
3
+$702K
4
VV icon
Vanguard Large-Cap ETF
VV
+$534K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$360K

Sector Composition

1 Technology 2.55%
2 Industrials 1.43%
3 Healthcare 1.38%
4 Financials 1.37%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$185K 0.01%
2,346
+1
227
$185K 0.01%
2,098
-1
228
$181K 0.01%
1,231
-299
229
$181K 0.01%
3,035
230
$179K 0.01%
700
231
$178K 0.01%
585
232
$177K 0.01%
2,584
-2
233
$175K 0.01%
1,994
-8
234
$164K 0.01%
1,166
+1
235
$163K 0.01%
1,564
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236
$162K 0.01%
907
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237
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666
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238
$158K 0.01%
344
239
$156K 0.01%
2,098
-2
240
$153K 0.01%
2,626
241
$153K 0.01%
1,455
-1
242
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1,169
243
$151K 0.01%
4,124
244
$148K 0.01%
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245
$148K 0.01%
12,148
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246
$146K 0.01%
384
247
$145K 0.01%
2,476
-368
248
$143K 0.01%
521
-105
249
$140K 0.01%
1,535
250
$140K 0.01%
1,990
+5
8 9
10
11 12