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
$654M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2M
3
+$1.34M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.14M
5
BND icon
Vanguard Total Bond Market
BND
+$978K

Top Sells

1
+$945K
2
+$598K
3
+$454K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$374K
5
MSFT icon
Microsoft
MSFT
+$357K

Sector Composition

1 Technology 1.83%
2 Industrials 1.82%
3 Healthcare 1.39%
4 Financials 1.38%
5 Consumer Staples 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.24M 0.19%
11,377
+100
52
$1.18M 0.18%
27,376
-72
53
$1.16M 0.18%
8,326
-145
54
$1.13M 0.17%
19,718
-177
55
$1.12M 0.17%
10,041
-25
56
$1.11M 0.17%
6,000
-40
57
$1.09M 0.17%
3,868
-51
58
$1.09M 0.17%
11,975
-386
59
$1.08M 0.17%
6,542
-320
60
$1.03M 0.16%
12,325
-70
61
$1.02M 0.16%
13,348
-98
62
$1.02M 0.16%
7,762
-128
63
$1.01M 0.15%
5,059
-3
64
$988K 0.15%
11,535
-318
65
$968K 0.15%
5,577
-1,500
66
$942K 0.14%
5,499
+102
67
$916K 0.14%
21,675
+3,305
68
$881K 0.13%
10,749
+725
69
$861K 0.13%
4,733
+171
70
$850K 0.13%
17,953
-113
71
$833K 0.13%
7,480
-621
72
$792K 0.12%
4,836
-115
73
$757K 0.12%
30,765
+1,440
74
$749K 0.11%
19,170
75
$732K 0.11%
2,011
-433
1 2
3
4 5