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
$654M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2M
3
+$1.34M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.14M
5
BND icon
Vanguard Total Bond Market
BND
+$978K

Top Sells

1
+$945K
2
+$598K
3
+$454K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$374K
5
MSFT icon
Microsoft
MSFT
+$357K

Sector Composition

1 Technology 1.83%
2 Industrials 1.82%
3 Healthcare 1.39%
4 Financials 1.38%
5 Consumer Staples 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$145K 0.02%
542
-19
127
$135K 0.02%
800
128
$135K 0.02%
5,475
-685
129
$135K 0.02%
1,487
130
$134K 0.02%
889
131
$133K 0.02%
2,428
+93
132
$127K 0.02%
1,470
133
$120K 0.02%
1,011
+3
134
$119K 0.02%
726
+60
135
$115K 0.02%
9,762
136
$114K 0.02%
1,230
137
$112K 0.02%
+1,880
138
$112K 0.02%
4,338
139
$103K 0.02%
3,944
-615
140
$102K 0.02%
+934
141
– –
-600
142
– –
-1,883
143
– –
-6,060
144
– –
-2,238
145
– –
-7,454
146
– –
-1,540
147
– –
-810
2 3 4 5
6