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
$758M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$14.6M
3
+$6.88M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.77M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.46M

Top Sells

1
+$17M
2
+$12.4M
3
+$920K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$636K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$597K

Sector Composition

1 Technology 3.03%
2 Industrials 1.58%
3 Healthcare 1.56%
4 Consumer Staples 1.27%
5 Consumer Discretionary 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.14M 0.42%
78,747
+1,692
27
$3.06M 0.4%
27,667
-687
28
$2.99M 0.39%
49,483
-3,099
29
$2.76M 0.36%
19,645
-245
30
$2.52M 0.33%
24,168
+1,174
31
$2.49M 0.33%
22,130
32
$2.24M 0.3%
15,640
-2,535
33
$2.08M 0.27%
15,080
-180
34
$1.83M 0.24%
27,100
+1,056
35
$1.82M 0.24%
9,439
-275
36
$1.7M 0.22%
5,523
-131
37
$1.68M 0.22%
30,777
+20,110
38
$1.62M 0.21%
8,435
+404
39
$1.6M 0.21%
18,320
-10,536
40
$1.59M 0.21%
17,795
-1,105
41
$1.53M 0.2%
16,240
+1,789
42
$1.51M 0.2%
8,802
43
$1.46M 0.19%
10,685
+46
44
$1.46M 0.19%
28,855
+328
45
$1.42M 0.19%
5,685
-249
46
$1.42M 0.19%
10,886
+798
47
$1.42M 0.19%
3,882
+14
48
$1.41M 0.19%
10,563
-1,144
49
$1.37M 0.18%
7,263
+149
50
$1.36M 0.18%
11,934
-252
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