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
$1.69B
AUM Growth
-$8.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$2.96M
3
+$2.27M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.95M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.54M

Top Sells

1
+$1.24M
2
+$619K
3
+$571K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$520K
5
VB icon
Vanguard Small-Cap ETF
VB
+$341K

Sector Composition

1 Technology 2.45%
2 Financials 1.62%
3 Industrials 1.28%
4 Healthcare 1.27%
5 Consumer Discretionary 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.65M 0.1%
11,584
+68
77
$1.62M 0.1%
2,964
-1
78
$1.6M 0.1%
16,215
-788
79
$1.58M 0.09%
34,891
+648
80
$1.58M 0.09%
4,579
+47
81
$1.53M 0.09%
17,954
+129
82
$1.53M 0.09%
3,267
+4
83
$1.53M 0.09%
22,635
-176
84
$1.49M 0.09%
16,605
-591
85
$1.47M 0.09%
1,785
+20
86
$1.43M 0.08%
11,739
-63
87
$1.35M 0.08%
8,400
-685
88
$1.35M 0.08%
16,237
-1,601
89
$1.19M 0.07%
12,749
-78
90
$1.19M 0.07%
7,943
-395
91
$1.18M 0.07%
32,045
-3,186
92
$1.17M 0.07%
9,616
-847
93
$1.17M 0.07%
8,102
-167
94
$1.11M 0.07%
1,177
+10
95
$1.04M 0.06%
9,585
96
$1.03M 0.06%
6,717
-1,754
97
$1.03M 0.06%
2,368
-196
98
$1.01M 0.06%
12,336
-85
99
$928K 0.06%
7,258
-270
100
$916K 0.05%
2,932
-43
2 3
4
5 6