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
$758M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$14.6M
3
+$6.88M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.77M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.46M

Top Sells

1
+$17M
2
+$12.4M
3
+$920K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$636K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$597K

Sector Composition

1 Technology 3.03%
2 Industrials 1.58%
3 Healthcare 1.56%
4 Consumer Staples 1.27%
5 Consumer Discretionary 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$302K 0.04%
8,849
+925
127
$300K 0.04%
2,598
-667
128
$298K 0.04%
970
129
$288K 0.04%
9,285
+2
130
$285K 0.04%
1,636
+70
131
$260K 0.03%
3,060
+8
132
$254K 0.03%
15,536
133
$249K 0.03%
1,966
+1
134
$249K 0.03%
2,502
-349
135
$246K 0.03%
883
136
$246K 0.03%
10,636
-2,476
137
$242K 0.03%
5,419
+656
138
$239K 0.03%
8,700
139
$239K 0.03%
3,570
140
$234K 0.03%
991
+16
141
$233K 0.03%
5,550
-170
142
$232K 0.03%
2,000
143
$220K 0.03%
3,143
144
$218K 0.03%
3,168
145
$212K 0.03%
4,800
146
$208K 0.03%
2,895
147
$200K 0.03%
1,909
-100
148
$200K 0.03%
3,461
149
$198K 0.03%
3,490
150
$197K 0.03%
1,259
4 5
6
7 8