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
$575M
AUM Growth
-$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$6.61M
3
+$6.21M
4
BND icon
Vanguard Total Bond Market
BND
+$4.12M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.73M

Top Sells

1
+$3.79M
2
+$3.22M
3
+$2.55M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.48M
5
MBB icon
iShares MBS ETF
MBB
+$1.59M

Sector Composition

1 Industrials 1.83%
2 Technology 1.82%
3 Healthcare 1.69%
4 Financials 1.36%
5 Consumer Staples 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 0.43%
19,280
-106
27
$2.4M 0.42%
77,184
-3,048
28
$2.35M 0.41%
17,647
+4,490
29
$2.16M 0.38%
54,888
+1,416
30
$1.96M 0.34%
33,240
+12,766
31
$1.76M 0.31%
+13,370
32
$1.76M 0.31%
16,217
+115
33
$1.7M 0.3%
10,680
+18
34
$1.65M 0.29%
13,769
-700
35
$1.54M 0.27%
20,586
-262
36
$1.5M 0.26%
31,900
+17,572
37
$1.5M 0.26%
24,257
-1,804
38
$1.42M 0.25%
17,182
+15,378
39
$1.41M 0.25%
31,472
-32
40
$1.41M 0.24%
11,572
+5,877
41
$1.36M 0.24%
7,898
+136
42
$1.35M 0.23%
9,707
+6,380
43
$1.28M 0.22%
26,806
-874
44
$1.24M 0.21%
9,435
-76
45
$1.2M 0.21%
20,010
+48
46
$1.18M 0.21%
30,080
+280
47
$1.13M 0.2%
7,591
-1,949
48
$1.11M 0.19%
11,508
49
$1.1M 0.19%
24,500
+12,965
50
$1.09M 0.19%
28,048
+25
1
2
3 4 5