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
101
$800K 0.07%
9,631
+753
102
$787K 0.07%
7,285
+63
103
$786K 0.07%
13,860
-625
104
$764K 0.07%
3,081
-70
105
$741K 0.07%
3,888
+320
106
$715K 0.06%
4,114
-30
107
$712K 0.06%
8,005
+1,998
108
$677K 0.06%
7,048
-7
109
$672K 0.06%
9,009
+165
110
$611K 0.05%
2,319
+67
111
$611K 0.05%
12,821
-269
112
$606K 0.05%
6,002
-160
113
$586K 0.05%
14,129
+1,960
114
$574K 0.05%
1,652
+12
115
$571K 0.05%
5,296
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116
$560K 0.05%
2,334
-106
117
$554K 0.05%
15,984
-1,075
118
$549K 0.05%
14,496
-1,253
119
$544K 0.05%
7,576
120
$533K 0.05%
4,581
-160
121
$517K 0.05%
7,866
122
$517K 0.05%
8,123
+3
123
$509K 0.05%
3,083
-304
124
$507K 0.05%
+20,600
125
$503K 0.05%
24,840
-8,860
3 4
5
6 7