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
$1.43B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$2.82M
3
+$2.16M
4
BND icon
Vanguard Total Bond Market
BND
+$2.02M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$1.27M

Top Sells

1
+$1.66M
2
+$1.15M
3
+$702K
4
VV icon
Vanguard Large-Cap ETF
VV
+$534K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$360K

Sector Composition

1 Technology 2.55%
2 Industrials 1.43%
3 Healthcare 1.38%
4 Financials 1.37%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.33M 0.51%
95,121
-1,130
27
$7.31M 0.51%
144,443
+6,027
28
$6.73M 0.47%
21,658
+817
29
$6.61M 0.46%
17,608
+88
30
$5.84M 0.41%
11,117
-269
31
$5.42M 0.38%
49,980
+1,164
32
$4.96M 0.35%
94,386
-4,179
33
$4.82M 0.34%
171,979
+10,404
34
$4.78M 0.33%
61,484
-37
35
$4.7M 0.33%
33,482
+164
36
$4.62M 0.32%
39,429
-14,136
37
$4.25M 0.3%
230,220
-4,870
38
$3.74M 0.26%
14,346
+810
39
$3.69M 0.26%
59,570
+9
40
$3.55M 0.25%
21,490
-470
41
$3.55M 0.25%
47,081
-874
42
$3.39M 0.24%
9,482
+685
43
$3.36M 0.23%
21,482
-235
44
$3.34M 0.23%
19,659
-266
45
$3.13M 0.22%
12,931
-255
46
$3.09M 0.22%
15,372
+297
47
$3.04M 0.21%
15,815
-299
48
$2.85M 0.2%
18,768
-667
49
$2.8M 0.19%
22,777
-20
50
$2.78M 0.19%
27,743
-1,001
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