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
301
– –
-2,087
302
– –
-2,831
303
– –
-935
304
– –
-3,044
305
– –
-1,491
9 10 11 12
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