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
$654M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2M
3
+$1.34M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.14M
5
BND icon
Vanguard Total Bond Market
BND
+$978K

Top Sells

1
+$945K
2
+$598K
3
+$454K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$374K
5
MSFT icon
Microsoft
MSFT
+$357K

Sector Composition

1 Technology 1.83%
2 Industrials 1.82%
3 Healthcare 1.39%
4 Financials 1.38%
5 Consumer Staples 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$354K 0.05%
6,540
-3,560
102
$353K 0.05%
8,590
-2,107
103
$317K 0.05%
7,620
104
$314K 0.05%
6,001
-582
105
$313K 0.05%
970
106
$306K 0.05%
2,036
+34
107
$306K 0.05%
1,584
+45
108
$303K 0.05%
11,987
-1,618
109
$285K 0.04%
10,226
-585
110
$275K 0.04%
3,018
+4
111
$275K 0.04%
3,264
-61
112
$250K 0.04%
5,288
+106
113
$237K 0.04%
8,020
114
$235K 0.04%
3,035
115
$223K 0.03%
1,660
-20
116
$218K 0.03%
3,570
117
$201K 0.03%
+2,190
118
$198K 0.03%
3,461
119
$193K 0.03%
3,794
-122
120
$165K 0.03%
945
-405
121
$163K 0.02%
907
122
$161K 0.02%
2,888
123
$153K 0.02%
7,351
+62
124
$152K 0.02%
2,096
-194
125
$145K 0.02%
1,263
2 3 4
5
6