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
+$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$5.2M
3
+$4.25M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.14M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.28M

Top Sells

1
+$1.23M
2
+$726K
3
+$625K
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$588K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$565K

Sector Composition

1 Technology 2.82%
2 Financials 1.51%
3 Industrials 1.35%
4 Consumer Discretionary 1.19%
5 Healthcare 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$134K 0.01%
920
277
$134K 0.01%
3,050
278
$133K 0.01%
1,439
279
$132K 0.01%
1,781
280
$131K 0.01%
2,900
281
$130K 0.01%
1,400
282
$128K 0.01%
300
283
$127K 0.01%
1,547
-200
284
$127K 0.01%
1,491
285
$125K 0.01%
874
286
$125K 0.01%
+2,387
287
$125K 0.01%
657
+1
288
$123K 0.01%
2,098
-100
289
$123K 0.01%
1,348
290
$122K 0.01%
+365
291
$118K 0.01%
559
292
$115K 0.01%
1,005
+1
293
$113K 0.01%
1,488
294
$112K 0.01%
655
295
$112K 0.01%
387
296
$108K 0.01%
228
297
$106K 0.01%
935
298
$101K 0.01%
2,013
-95
299
$101K 0.01%
+1,871
300
– –
-395
9 10 11
12
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