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
$1.69B
AUM Growth
-$8.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$2.96M
3
+$2.27M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.95M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.54M

Top Sells

1
+$1.24M
2
+$619K
3
+$571K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$520K
5
VB icon
Vanguard Small-Cap ETF
VB
+$341K

Sector Composition

1 Technology 2.45%
2 Financials 1.62%
3 Industrials 1.28%
4 Healthcare 1.27%
5 Consumer Discretionary 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$202K 0.01%
8,124
227
$198K 0.01%
666
+4
228
$197K 0.01%
1,675
229
$194K 0.01%
1,887
+116
230
$191K 0.01%
1,923
+211
231
$190K 0.01%
+2,247
232
$189K 0.01%
2,170
233
$189K 0.01%
346
+4
234
$189K 0.01%
2,235
235
$188K 0.01%
2,653
-86
236
$188K 0.01%
6,060
237
$185K 0.01%
3,145
238
$182K 0.01%
1,736
+19
239
$181K 0.01%
1,538
+4
240
$179K 0.01%
7,861
-3,440
241
$175K 0.01%
2,837
-1,183
242
$173K 0.01%
1,425
243
$172K 0.01%
694
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244
$172K 0.01%
1,993
245
$170K 0.01%
253
+2
246
$168K 0.01%
1,741
+3
247
$163K 0.01%
1,769
+222
248
$162K 0.01%
1,700
249
$160K 0.01%
1,262
250
$157K 0.01%
2,631
+17
8 9
10
11 12