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
$575M
AUM Growth
-$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$6.61M
3
+$6.21M
4
BND icon
Vanguard Total Bond Market
BND
+$4.12M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.73M

Top Sells

1
+$3.79M
2
+$3.22M
3
+$2.55M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.48M
5
MBB icon
iShares MBS ETF
MBB
+$1.59M

Sector Composition

1 Industrials 1.83%
2 Technology 1.82%
3 Healthcare 1.69%
4 Financials 1.36%
5 Consumer Staples 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$608K 0.11%
+8,304
77
$572K 0.1%
3,801
+9
78
$571K 0.1%
16,780
+13,210
79
$543K 0.09%
8,102
-1,035
80
$541K 0.09%
2,650
-165
81
$526K 0.09%
10,100
-2,080
82
$525K 0.09%
19,082
+1,758
83
$513K 0.09%
6,139
84
$503K 0.09%
5,318
+57
85
$498K 0.09%
9,812
86
$447K 0.08%
5,011
+20
87
$443K 0.08%
10,697
+369
88
$442K 0.08%
4,069
-2,803
89
$438K 0.08%
8,392
+150
90
$433K 0.08%
4,714
-91
91
$414K 0.07%
1,658
-87
92
$397K 0.07%
8,540
+4,560
93
$393K 0.07%
7,494
94
$390K 0.07%
6,048
+960
95
$386K 0.07%
11,670
96
$377K 0.07%
4,530
+305
97
$372K 0.06%
2,094
-25
98
$366K 0.06%
3,343
-1,606
99
$364K 0.06%
7,004
-618
100
$354K 0.06%
12,090
+8,090
2 3
4
5 6