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
$654M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2M
3
+$1.34M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.14M
5
BND icon
Vanguard Total Bond Market
BND
+$978K

Top Sells

1
+$945K
2
+$598K
3
+$454K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$374K
5
MSFT icon
Microsoft
MSFT
+$357K

Sector Composition

1 Technology 1.83%
2 Industrials 1.82%
3 Healthcare 1.39%
4 Financials 1.38%
5 Consumer Staples 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$725K 0.11%
13,572
-1,305
77
$715K 0.11%
10,114
-100
78
$708K 0.11%
3,803
+2
79
$637K 0.1%
7,773
+268
80
$626K 0.1%
5,455
-140
81
$570K 0.09%
9,812
+270
82
$570K 0.09%
14,530
+1,455
83
$553K 0.08%
2,595
-55
84
$549K 0.08%
7,494
+148
85
$520K 0.08%
6,139
86
$518K 0.08%
8,242
87
$514K 0.08%
6,136
-10
88
$511K 0.08%
1,745
+86
89
$510K 0.08%
4,652
-34
90
$507K 0.08%
3,848
-117
91
$505K 0.08%
5,011
92
$468K 0.07%
4,600
+120
93
$456K 0.07%
8,340
94
$429K 0.07%
13,436
95
$425K 0.06%
4,547
-115
96
$401K 0.06%
1,929
+124
97
$397K 0.06%
18,272
-1,900
98
$387K 0.06%
8,529
+1,255
99
$378K 0.06%
2,836
100
$371K 0.06%
3,209
-134
2 3
4
5 6