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
101
$862K 0.06%
5,565
+74
102
$853K 0.06%
3,560
-490
103
$844K 0.06%
14,235
+7,135
104
$826K 0.06%
9,071
+1,125
105
$823K 0.06%
3,041
+32
106
$820K 0.06%
3,470
-18
107
$810K 0.06%
18,624
+462
108
$791K 0.06%
223
+50
109
$790K 0.06%
10,463
+142
110
$774K 0.05%
5,279
-269
111
$740K 0.05%
5,376
-1,041
112
$736K 0.05%
2,962
-355
113
$735K 0.05%
4,674
+175
114
$718K 0.05%
16,695
+690
115
$713K 0.05%
2,744
-197
116
$712K 0.05%
21,146
-3,096
117
$708K 0.05%
2,387
+90
118
$693K 0.05%
12,025
-150
119
$672K 0.05%
4,419
+125
120
$655K 0.05%
6,730
-124
121
$636K 0.04%
11,115
122
$628K 0.04%
4,588
+1,388
123
$625K 0.04%
2,113
+93
124
$618K 0.04%
2,670
-327
125
$605K 0.04%
10,310
-4,814
3 4
5
6 7