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
$1.43B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$2.82M
3
+$2.16M
4
BND icon
Vanguard Total Bond Market
BND
+$2.02M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$1.27M

Top Sells

1
+$1.66M
2
+$1.15M
3
+$702K
4
VV icon
Vanguard Large-Cap ETF
VV
+$534K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$360K

Sector Composition

1 Technology 2.55%
2 Industrials 1.43%
3 Healthcare 1.38%
4 Financials 1.37%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.48M 0.1%
16,796
-12,965
77
$1.48M 0.1%
6,479
+175
78
$1.47M 0.1%
8,691
-183
79
$1.39M 0.1%
3,470
-84
80
$1.32M 0.09%
9,129
+47
81
$1.32M 0.09%
2,804
+5
82
$1.31M 0.09%
12,442
+32
83
$1.25M 0.09%
2,928
84
$1.22M 0.09%
24,341
-1,339
85
$1.22M 0.09%
8,995
86
$1.19M 0.08%
5,012
+2
87
$1.17M 0.08%
12,442
-633
88
$1.16M 0.08%
13,840
89
$1.15M 0.08%
30,682
+1,514
90
$1.13M 0.08%
9,383
+271
91
$1.05M 0.07%
10,923
-184
92
$1.04M 0.07%
7,271
+318
93
$1.02M 0.07%
3,932
+15
94
$1.01M 0.07%
19,698
+2,384
95
$971K 0.07%
10,588
-48
96
$959K 0.07%
11,690
-77
97
$935K 0.07%
3,011
-84
98
$914K 0.06%
7,305
+11
99
$887K 0.06%
11,464
-1
100
$869K 0.06%
9,221
-303
2 3
4
5 6