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
$758M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$14.6M
3
+$6.88M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.77M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.46M

Top Sells

1
+$17M
2
+$12.4M
3
+$920K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$636K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$597K

Sector Composition

1 Technology 3.03%
2 Industrials 1.58%
3 Healthcare 1.56%
4 Consumer Staples 1.27%
5 Consumer Discretionary 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$782K 0.1%
3,916
+55
77
$780K 0.1%
12,455
+1,020
78
$774K 0.1%
13,158
+986
79
$770K 0.1%
3,389
+365
80
$760K 0.1%
17,620
-130
81
$730K 0.1%
7,628
82
$725K 0.1%
3,589
-206
83
$713K 0.09%
12,128
+1,867
84
$704K 0.09%
17,605
-141
85
$689K 0.09%
6,048
+1,165
86
$682K 0.09%
10,995
-785
87
$678K 0.09%
9,211
+704
88
$661K 0.09%
4,420
+105
89
$656K 0.09%
3,578
+31
90
$646K 0.09%
8,989
+870
91
$627K 0.08%
7,241
+9
92
$600K 0.08%
10,995
+980
93
$590K 0.08%
17,440
+1,630
94
$588K 0.08%
4,352
+1,321
95
$570K 0.08%
9,715
+207
96
$509K 0.07%
8,624
97
$508K 0.07%
10,883
+1,334
98
$503K 0.07%
5,518
-349
99
$501K 0.07%
10,363
+4,804
100
$486K 0.06%
2,635
+30
2 3
4
5 6