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
$1.12B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$36.8M
2
+$33.4M
3
+$11.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.24M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$4.12M

Top Sells

1
+$32.2M
2
+$3.66M
3
+$1.93M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$870K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$688K

Sector Composition

1 Technology 1.96%
2 Healthcare 1.79%
3 Consumer Staples 1.63%
4 Industrials 1.55%
5 Financials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.18M 0.11%
29,915
+5,793
77
$1.17M 0.11%
21,416
+73
78
$1.15M 0.1%
14,402
-658
79
$1.13M 0.1%
11,222
-591
80
$1.08M 0.1%
8,008
+98
81
$1.07M 0.1%
4,361
+249
82
$1.07M 0.1%
23,010
-554
83
$1.05M 0.09%
9,577
-59
84
$1.02M 0.09%
29,075
+1,942
85
$986K 0.09%
67,460
+870
86
$986K 0.09%
22,801
+1,334
87
$965K 0.09%
7,105
-127
88
$925K 0.08%
3,590
-329
89
$924K 0.08%
10,637
+37
90
$912K 0.08%
4,768
+848
91
$898K 0.08%
3,374
-142
92
$892K 0.08%
33,752
-2,993
93
$889K 0.08%
3,606
-81
94
$836K 0.07%
11,618
+21
95
$827K 0.07%
9,860
-5,416
96
$825K 0.07%
16,093
+1,869
97
$823K 0.07%
4,606
-62
98
$822K 0.07%
5,517
+343
99
$808K 0.07%
8,699
+13
100
$803K 0.07%
24,249
-894
2 3
4
5 6