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
$1.43B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$2.82M
3
+$2.16M
4
BND icon
Vanguard Total Bond Market
BND
+$2.02M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$1.27M

Top Sells

1
+$1.66M
2
+$1.15M
3
+$702K
4
VV icon
Vanguard Large-Cap ETF
VV
+$534K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$360K

Sector Composition

1 Technology 2.55%
2 Industrials 1.43%
3 Healthcare 1.38%
4 Financials 1.37%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.77M 0.19%
5,820
+11
52
$2.57M 0.18%
17,242
-315
53
$2.45M 0.17%
12,954
-190
54
$2.34M 0.16%
6,653
-96
55
$2.27M 0.16%
12,614
-595
56
$2.2M 0.15%
8,387
57
$2.06M 0.14%
13,777
+14
58
$1.96M 0.14%
31,260
-2,910
59
$1.87M 0.13%
18,814
-1,258
60
$1.85M 0.13%
12,669
+382
61
$1.85M 0.13%
6,398
-267
62
$1.83M 0.13%
4,031
+5
63
$1.81M 0.13%
16,629
-762
64
$1.79M 0.12%
3,093
+107
65
$1.78M 0.12%
36,010
-1,330
66
$1.76M 0.12%
4,287
+347
67
$1.74M 0.12%
5,013
-272
68
$1.7M 0.12%
18,110
-378
69
$1.66M 0.12%
7,446
-10
70
$1.62M 0.11%
38,315
-3,230
71
$1.61M 0.11%
5,320
-250
72
$1.6M 0.11%
18,464
+73
73
$1.56M 0.11%
35,409
+330
74
$1.56M 0.11%
23,160
-188
75
$1.49M 0.1%
33,049
-1,105
1 2
3
4 5