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
$1.69B
AUM Growth
+$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$5.2M
3
+$4.25M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.14M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.28M

Top Sells

1
+$1.23M
2
+$726K
3
+$625K
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$588K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$565K

Sector Composition

1 Technology 2.82%
2 Financials 1.51%
3 Industrials 1.35%
4 Consumer Discretionary 1.19%
5 Healthcare 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.09M 0.18%
28,743
-192
52
$3.09M 0.18%
13,297
-849
53
$3M 0.18%
20,717
-1,338
54
$2.97M 0.18%
17,519
+2,506
55
$2.9M 0.17%
47,795
-2,038
56
$2.88M 0.17%
11,948
-100
57
$2.43M 0.14%
7,558
+206
58
$2.43M 0.14%
12,238
-138
59
$2.42M 0.14%
16,691
-869
60
$2.39M 0.14%
+25,823
61
$2.37M 0.14%
3,363
-68
62
$2.34M 0.14%
18,635
-100
63
$2.25M 0.13%
6,407
-13
64
$2.21M 0.13%
6,521
-170
65
$2.2M 0.13%
35,989
+1,149
66
$2.19M 0.13%
+49,510
67
$2.06M 0.12%
5,137
+115
68
$2.03M 0.12%
3,965
-73
69
$1.99M 0.12%
8,066
+387
70
$1.97M 0.12%
24,930
-765
71
$1.96M 0.12%
6,767
+468
72
$1.92M 0.11%
34,009
+9,564
73
$1.88M 0.11%
4,840
-107
74
$1.8M 0.11%
24,804
-650
75
$1.79M 0.11%
3,675
-288
1 2
3
4 5