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
-$8.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$2.96M
3
+$2.27M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.95M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.54M

Top Sells

1
+$1.24M
2
+$619K
3
+$571K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$520K
5
VB icon
Vanguard Small-Cap ETF
VB
+$341K

Sector Composition

1 Technology 2.45%
2 Financials 1.62%
3 Industrials 1.28%
4 Healthcare 1.27%
5 Consumer Discretionary 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$910K 0.05%
7,309
+4
102
$864K 0.05%
5,881
-1,011
103
$856K 0.05%
9,128
-985
104
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3,524
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105
$833K 0.05%
8,133
106
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9,166
-1,705
107
$827K 0.05%
9,991
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108
$824K 0.05%
2,630
-25
109
$819K 0.05%
6,386
+216
110
$755K 0.04%
2,915
+101
111
$748K 0.04%
20,547
112
$744K 0.04%
5,130
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113
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2,728
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114
$739K 0.04%
4,398
+790
115
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1,271
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116
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3,494
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117
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118
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119
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120
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3,323
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121
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122
$676K 0.04%
13,577
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123
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3,940
+38
124
$670K 0.04%
9,519
-950
125
$654K 0.04%
142
-27
3 4
5
6 7