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
276
$126K 0.01%
2,098
277
$126K 0.01%
300
278
$125K 0.01%
642
-13
279
$125K 0.01%
+1,950
280
$124K 0.01%
880
+6
281
$120K 0.01%
4,327
+31
282
$119K 0.01%
1,521
283
$119K 0.01%
1,348
284
$118K 0.01%
+11,799
285
$118K 0.01%
564
+5
286
$117K 0.01%
1,488
287
$114K 0.01%
200
+1
288
$114K 0.01%
+932
289
$113K 0.01%
657
290
$110K 0.01%
+3,268
291
$107K 0.01%
330
-100
292
$107K 0.01%
230
+2
293
$105K 0.01%
+847
294
$105K 0.01%
387
295
$103K 0.01%
1,585
+3
296
$103K 0.01%
2,036
+23
297
– –
-4,123
298
– –
-1,871
299
– –
-1,856
300
– –
-1,005
9 10 11
12
13