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
$575M
AUM Growth
-$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$6.61M
3
+$6.21M
4
BND icon
Vanguard Total Bond Market
BND
+$4.12M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.73M

Top Sells

1
+$3.79M
2
+$3.22M
3
+$2.55M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.48M
5
MBB icon
iShares MBS ETF
MBB
+$1.59M

Sector Composition

1 Industrials 1.83%
2 Technology 1.82%
3 Healthcare 1.69%
4 Financials 1.36%
5 Consumer Staples 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.19%
4,162
+19
52
$1.07M 0.19%
4,060
-409
53
$1.04M 0.18%
15,189
-1,919
54
$1.03M 0.18%
18,361
+14,378
55
$1.03M 0.18%
7,928
-209
56
$1M 0.17%
10,501
+837
57
$937K 0.16%
8,549
+1,245
58
$934K 0.16%
7,077
59
$932K 0.16%
9,546
+417
60
$930K 0.16%
18,015
-48,095
61
$919K 0.16%
12,156
+335
62
$906K 0.16%
12,225
-190
63
$891K 0.16%
8,065
-200
64
$877K 0.15%
19,029
-2,301
65
$838K 0.15%
11,176
+1,611
66
$829K 0.14%
5,880
+57
67
$788K 0.14%
2,444
+48
68
$775K 0.13%
5,182
-363
69
$772K 0.13%
8,101
+104
70
$750K 0.13%
4,981
+405
71
$744K 0.13%
4,733
-202
72
$702K 0.12%
19,420
73
$701K 0.12%
5,247
-55
74
$635K 0.11%
27,660
+2,970
75
$620K 0.11%
9,894
-135
1 2
3
4 5