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
251
$138K 0.01%
3,180
252
$137K 0.01%
281
-100
253
$136K 0.01%
4,523
+2
254
$134K 0.01%
549
-1
255
$134K 0.01%
980
256
$132K 0.01%
1,917
+2
257
$131K 0.01%
1,262
258
$131K 0.01%
1,465
-23
259
$129K 0.01%
1,370
-13
260
$127K 0.01%
+1,647
261
$126K 0.01%
1,991
-2
262
$123K 0.01%
1,400
263
$122K 0.01%
+1,535
264
$121K 0.01%
1,348
-535
265
$118K 0.01%
5,410
266
$118K 0.01%
+559
267
$118K 0.01%
800
268
$117K 0.01%
390
-1
269
$116K 0.01%
+199
270
$112K 0.01%
2,880
271
$112K 0.01%
+1,521
272
$110K 0.01%
+667
273
$108K 0.01%
507
274
$107K 0.01%
+2,168
275
$107K 0.01%
+3,093