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
-$8.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$2.96M
3
+$2.27M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.95M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.54M

Top Sells

1
+$1.24M
2
+$619K
3
+$571K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$520K
5
VB icon
Vanguard Small-Cap ETF
VB
+$341K

Sector Composition

1 Technology 2.45%
2 Financials 1.62%
3 Industrials 1.28%
4 Healthcare 1.27%
5 Consumer Discretionary 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.1M 0.18%
11,711
-237
52
$3.07M 0.18%
5,494
-3
53
$2.94M 0.17%
20,903
-563
54
$2.94M 0.17%
46,200
-1,595
55
$2.92M 0.17%
14,633
-185
56
$2.77M 0.16%
29,010
+3,187
57
$2.74M 0.16%
16,368
-323
58
$2.72M 0.16%
13,197
-100
59
$2.43M 0.14%
35,891
-98
60
$2.32M 0.14%
12,448
+210
61
$2.32M 0.14%
7,558
62
$2.23M 0.13%
23,400
-1,530
63
$2.18M 0.13%
35,796
+1,787
64
$2.18M 0.13%
6,458
-63
65
$2.16M 0.13%
18,552
-83
66
$2.16M 0.13%
47,755
-1,755
67
$1.95M 0.12%
3,108
-255
68
$1.88M 0.11%
4,004
+39
69
$1.87M 0.11%
8,004
-62
70
$1.83M 0.11%
5,074
-63
71
$1.83M 0.11%
5,853
-554
72
$1.79M 0.11%
6,531
-236
73
$1.7M 0.1%
24,488
-316
74
$1.69M 0.1%
3,791
+116
75
$1.69M 0.1%
4,618
-222
1 2
3
4 5