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
$1.12B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$36.8M
2
+$33.4M
3
+$11.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.24M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$4.12M

Top Sells

1
+$32.2M
2
+$3.66M
3
+$1.93M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$870K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$688K

Sector Composition

1 Technology 1.96%
2 Healthcare 1.79%
3 Consumer Staples 1.63%
4 Industrials 1.55%
5 Financials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.97M 0.18%
4,048
-17
52
$1.9M 0.17%
+17,124
53
$1.85M 0.17%
24,801
-476
54
$1.8M 0.16%
6,752
-80
55
$1.79M 0.16%
5,676
+218
56
$1.78M 0.16%
7,172
+141
57
$1.78M 0.16%
12,668
+1,824
58
$1.77M 0.16%
8,387
59
$1.69M 0.15%
3,304
-12
60
$1.55M 0.14%
3,614
-161
61
$1.55M 0.14%
18,193
+9
62
$1.53M 0.14%
6,700
+103
63
$1.5M 0.13%
9,585
+179
64
$1.47M 0.13%
35,395
-46,420
65
$1.47M 0.13%
32,947
+770
66
$1.44M 0.13%
17,666
+951
67
$1.43M 0.13%
7,180
+234
68
$1.35M 0.12%
9,934
+217
69
$1.34M 0.12%
6,236
-791
70
$1.33M 0.12%
15,810
-310
71
$1.32M 0.12%
8,700
-26
72
$1.28M 0.11%
13,816
-357
73
$1.24M 0.11%
9,470
-145
74
$1.22M 0.11%
13,958
+103
75
$1.21M 0.11%
5,002
-1,686
1 2
3
4 5