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
+$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$5.2M
3
+$4.25M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.14M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.28M

Top Sells

1
+$1.23M
2
+$726K
3
+$625K
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$588K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$565K

Sector Composition

1 Technology 2.82%
2 Financials 1.51%
3 Industrials 1.35%
4 Consumer Discretionary 1.19%
5 Healthcare 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$654K 0.04%
3,902
-272
127
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15,437
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128
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13,370
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129
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130
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131
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132
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4,419
133
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134
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135
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4,368
136
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137
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138
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139
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7,375
140
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141
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147
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3,615
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149
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23,056
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150
$514K 0.03%
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