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
276
$106K 0.01%
+1,955
277
$103K 0.01%
+962
278
$103K 0.01%
2,045
+27
279
$103K 0.01%
23,574
-13,245
280
$101K 0.01%
+263
281
$100K 0.01%
+790
282
– –
-715
283
– –
-2,579
284
– –
-1,570
285
– –
-1,577
286
– –
-7,177
287
– –
-9,302
8 9 10 11
12