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
$575M
AUM Growth
-$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$6.61M
3
+$6.21M
4
BND icon
Vanguard Total Bond Market
BND
+$4.12M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.73M

Top Sells

1
+$3.79M
2
+$3.22M
3
+$2.55M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.48M
5
MBB icon
iShares MBS ETF
MBB
+$1.59M

Sector Composition

1 Industrials 1.83%
2 Technology 1.82%
3 Healthcare 1.69%
4 Financials 1.36%
5 Consumer Staples 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$138K 0.02%
1,700
-545
127
$137K 0.02%
907
-55
128
$134K 0.02%
+2,057
129
$126K 0.02%
1,455
130
$121K 0.02%
7,845
-9,780
131
$113K 0.02%
+4,808
132
$111K 0.02%
800
133
$110K 0.02%
600
134
$110K 0.02%
871
135
$106K 0.02%
+1,263
136
$101K 0.02%
+2,332
137
$101K 0.02%
1,487
138
$100K 0.02%
+527
139
– –
-1,269
140
– –
-8,879
141
– –
-3,460
142
– –
-429
143
– –
-1,152
144
– –
-1,510
145
– –
-1,610
146
– –
-4,338
147
– –
-1,540
148
– –
-658
149
– –
-396
150
– –
-3,550
3 4 5
6
7