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
$1.69B
AUM Growth
+$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$5.2M
3
+$4.25M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.14M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.28M

Top Sells

1
+$1.23M
2
+$726K
3
+$625K
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$588K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$565K

Sector Composition

1 Technology 2.82%
2 Financials 1.51%
3 Industrials 1.35%
4 Consumer Discretionary 1.19%
5 Healthcare 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.27M 0.49%
19,610
+1,060
27
$8.25M 0.49%
199,989
+103,017
28
$8.23M 0.49%
91,090
-1,872
29
$7.98M 0.47%
277,970
+60,094
30
$7.84M 0.46%
73,616
+23,509
31
$7.21M 0.43%
53,689
+548
32
$7.2M 0.43%
137,930
+2,729
33
$6.11M 0.36%
32,271
+547
34
$5.61M 0.33%
25,557
+2,148
35
$5.52M 0.33%
10,920
-207
36
$5.38M 0.32%
60,822
+30
37
$4.85M 0.29%
10,705
+323
38
$4.84M 0.29%
20,205
-40
39
$4.6M 0.27%
14,568
-55
40
$4.3M 0.25%
232,541
+8,653
41
$4.14M 0.24%
+51,544
42
$4.11M 0.24%
70,828
+56,593
43
$4.03M 0.24%
52,145
+4,087
44
$3.7M 0.22%
19,992
-58
45
$3.66M 0.22%
31,633
+1,605
46
$3.49M 0.21%
12,447
-130
47
$3.46M 0.2%
45,760
+479
48
$3.42M 0.2%
21,466
-141
49
$3.27M 0.19%
14,818
-24
50
$3.22M 0.19%
5,497
1
2
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