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
-$8.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$2.96M
3
+$2.27M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.95M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.54M

Top Sells

1
+$1.24M
2
+$619K
3
+$571K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$520K
5
VB icon
Vanguard Small-Cap ETF
VB
+$341K

Sector Composition

1 Technology 2.45%
2 Financials 1.62%
3 Industrials 1.28%
4 Healthcare 1.27%
5 Consumer Discretionary 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.21M 0.49%
93,505
+2,415
27
$8.19M 0.49%
31,682
-192
28
$7.77M 0.46%
20,964
-3,341
29
$7.47M 0.44%
70,862
-2,754
30
$7.41M 0.44%
137,236
-694
31
$7.36M 0.44%
19,602
-8
32
$5.92M 0.35%
11,298
+378
33
$5.83M 0.35%
10,943
+238
34
$5.82M 0.35%
53,701
+12
35
$5.76M 0.34%
70,434
+18,890
36
$5.18M 0.31%
14,791
+223
37
$5.01M 0.3%
26,345
+788
38
$4.93M 0.29%
20,105
-100
39
$4.9M 0.29%
57,596
-3,226
40
$4.89M 0.29%
31,627
-644
41
$4.42M 0.26%
223,571
-8,970
42
$4.05M 0.24%
51,751
-394
43
$3.72M 0.22%
19,772
-220
44
$3.69M 0.22%
62,078
-8,750
45
$3.66M 0.22%
21,165
+3,646
46
$3.53M 0.21%
43,180
-2,580
47
$3.53M 0.21%
29,852
-1,781
48
$3.41M 0.2%
20,562
-155
49
$3.35M 0.2%
28,181
-562
50
$3.17M 0.19%
12,590
+143
1
2
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