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
$1.12B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$36.8M
2
+$33.4M
3
+$11.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.24M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$4.12M

Top Sells

1
+$32.2M
2
+$3.66M
3
+$1.93M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$870K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$688K

Sector Composition

1 Technology 1.96%
2 Healthcare 1.79%
3 Consumer Staples 1.63%
4 Industrials 1.55%
5 Financials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.26M 0.38%
19,973
-77
27
$4.17M 0.37%
61,804
-1,646
28
$4.08M 0.37%
23,105
+2,012
29
$4.01M 0.36%
249,106
-30,966
30
$3.9M 0.35%
69,061
-4,540
31
$3.76M 0.34%
34,059
+1,829
32
$3.61M 0.32%
15,034
+141
33
$3.58M 0.32%
19,920
-83
34
$3.54M 0.32%
53,977
-806
35
$3.5M 0.31%
42,465
-552
36
$3.41M 0.31%
22,471
+85
37
$3.11M 0.28%
17,845
+1
38
$2.77M 0.25%
15,317
-126
39
$2.57M 0.23%
45,615
-600
40
$2.54M 0.23%
12,650
+478
41
$2.53M 0.23%
13,505
-78
42
$2.48M 0.22%
18,500
+402
43
$2.27M 0.2%
18,229
-1,210
44
$2.25M 0.2%
23,181
-4,235
45
$2.23M 0.2%
5,826
+1
46
$2.22M 0.2%
7,180
+1,457
47
$2.16M 0.19%
24,455
+4,220
48
$2.11M 0.19%
28,070
-11,575
49
$2.08M 0.19%
9,994
-19
50
$2.02M 0.18%
12,706
+2,306
1
2
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