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
$1.12B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$36.8M
2
+$33.4M
3
+$11.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.24M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$4.12M

Top Sells

1
+$32.2M
2
+$3.66M
3
+$1.93M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$870K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$688K

Sector Composition

1 Technology 1.96%
2 Healthcare 1.79%
3 Consumer Staples 1.63%
4 Industrials 1.55%
5 Financials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$503K 0.05%
+1,415
127
$500K 0.04%
9,842
-108
128
$495K 0.04%
+16,656
129
$484K 0.04%
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-36
130
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6,260
+10
131
$474K 0.04%
4,055
-32
132
$473K 0.04%
3,783
133
$469K 0.04%
4,504
+11
134
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3,884
-3,132
135
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136
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10,616
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137
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13,946
138
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13,375
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139
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140
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3,055
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141
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142
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143
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144
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785
145
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4,957
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146
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147
$404K 0.04%
4,341
-16
148
$393K 0.04%
3,193
-173
149
$383K 0.03%
+8,514
150
$377K 0.03%
4,644
-396,703
4 5
6
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