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
$654M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2M
3
+$1.34M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.14M
5
BND icon
Vanguard Total Bond Market
BND
+$978K

Top Sells

1
+$945K
2
+$598K
3
+$454K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$374K
5
MSFT icon
Microsoft
MSFT
+$357K

Sector Composition

1 Technology 1.83%
2 Industrials 1.82%
3 Healthcare 1.39%
4 Financials 1.38%
5 Consumer Staples 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.78M 0.43%
75,597
-327
27
$2.71M 0.41%
17,414
-118
28
$2.65M 0.41%
19,044
+57
29
$2.55M 0.39%
51,504
-944
30
$2.01M 0.31%
13,439
-100
31
$1.94M 0.3%
15,581
+95
32
$1.85M 0.28%
23,657
+1,413
33
$1.81M 0.28%
32,439
-430
34
$1.76M 0.27%
20,176
-263
35
$1.62M 0.25%
10,358
-702
36
$1.59M 0.24%
7,639
-179
37
$1.57M 0.24%
29,758
-1,037
38
$1.52M 0.23%
10,514
+227
39
$1.5M 0.23%
4,135
+164
40
$1.48M 0.23%
26,224
-722
41
$1.48M 0.23%
9,381
-19
42
$1.46M 0.22%
7,982
-4
43
$1.45M 0.22%
8,927
44
$1.45M 0.22%
27,860
+4,185
45
$1.44M 0.22%
11,477
46
$1.44M 0.22%
15,427
-1,315
47
$1.39M 0.21%
28,156
-784
48
$1.29M 0.2%
10,464
-137
49
$1.28M 0.2%
19,212
-491
50
$1.25M 0.19%
24,350
-4,935
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