AIM

Acropolis Investment Management Portfolio holdings

AUM $2.22B
1-Year Est. Return 14.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.05%
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
+$33.1M
3
+$11.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.26M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$4.09M

Top Sells

1
+$32.2M
2
+$3.65M
3
+$1.92M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$865K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$657K

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
251
– –
-3,768
252
– –
-16,379
253
– –
-6,444
254
– –
-164,842
7 8 9 10
11