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
$575M
AUM Growth
-$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$6.61M
3
+$6.21M
4
BND icon
Vanguard Total Bond Market
BND
+$4.12M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.73M

Top Sells

1
+$3.79M
2
+$3.22M
3
+$2.55M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.48M
5
MBB icon
iShares MBS ETF
MBB
+$1.59M

Sector Composition

1 Industrials 1.83%
2 Technology 1.82%
3 Healthcare 1.69%
4 Financials 1.36%
5 Consumer Staples 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$344K 0.06%
4,756
-142
102
$331K 0.06%
13,436
103
$323K 0.06%
2,836
104
$312K 0.05%
3,617
+1,510
105
$311K 0.05%
14,414
-1,383
106
$298K 0.05%
12,661
-8,160
107
$297K 0.05%
6,505
-583
108
$287K 0.05%
7,620
109
$253K 0.04%
2,707
+516
110
$243K 0.04%
3,010
+10
111
$238K 0.04%
970
112
$216K 0.04%
1,350
113
$211K 0.04%
5,182
114
$211K 0.04%
2,286
+2
115
$207K 0.04%
3,219
116
$198K 0.03%
+8,020
117
$188K 0.03%
3,461
+426
118
$187K 0.03%
1,690
-402
119
$184K 0.03%
3,570
120
$181K 0.03%
+1,384
121
$178K 0.03%
4,585
+735
122
$173K 0.03%
611
-727
123
$161K 0.03%
6,875
-1,010
124
$154K 0.03%
+2,888
125
$145K 0.03%
2,124
+80
3 4
5
6 7