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
$758M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$14.6M
3
+$6.88M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.77M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.46M

Top Sells

1
+$17M
2
+$12.4M
3
+$920K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$636K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$597K

Sector Composition

1 Technology 3.03%
2 Industrials 1.58%
3 Healthcare 1.56%
4 Consumer Staples 1.27%
5 Consumer Discretionary 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.17%
23,405
+3,180
52
$1.29M 0.17%
29,624
-6,930
53
$1.28M 0.17%
5,966
+80
54
$1.28M 0.17%
13,023
+832
55
$1.22M 0.16%
24,206
-1,332
56
$1.19M 0.16%
9,011
+399
57
$1.18M 0.16%
16,680
+200
58
$1.16M 0.15%
5,466
+345
59
$1.15M 0.15%
10,436
+798
60
$1.03M 0.14%
5,941
+303
61
$953K 0.13%
24,447
+2,441
62
$950K 0.13%
21,242
+1,753
63
$926K 0.12%
3,523
+145
64
$926K 0.12%
32,925
+2,265
65
$910K 0.12%
24,331
-1,460
66
$910K 0.12%
7,610
-195
67
$908K 0.12%
18,088
+792
68
$876K 0.12%
11,114
-7,524
69
$871K 0.12%
6,858
+1,059
70
$846K 0.11%
3,418
-487
71
$841K 0.11%
4,788
+54
72
$827K 0.11%
4,631
+145
73
$815K 0.11%
14,904
+2,005
74
$796K 0.11%
8,696
-6,950
75
$788K 0.1%
5,014
-41
1 2
3
4 5