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
+$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$5.2M
3
+$4.25M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.14M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.28M

Top Sells

1
+$1.23M
2
+$726K
3
+$625K
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$588K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$565K

Sector Composition

1 Technology 2.82%
2 Financials 1.51%
3 Industrials 1.35%
4 Consumer Discretionary 1.19%
5 Healthcare 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$968K 0.06%
10,871
-726
102
$946K 0.06%
2,564
-6
103
$946K 0.06%
12,421
+1,411
104
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10,113
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105
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2,655
-20
106
$897K 0.05%
8,133
-53
107
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6,892
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108
$874K 0.05%
5,376
+2,554
109
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2,975
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110
$850K 0.05%
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111
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169
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112
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10,215
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113
$802K 0.05%
2,212
114
$778K 0.05%
10,469
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115
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116
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117
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118
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119
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120
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121
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3,007
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122
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2,302
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123
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2,383
-60
124
$672K 0.04%
3,608
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125
$669K 0.04%
5,400
+1
3 4
5
6 7