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
-$8.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$2.96M
3
+$2.27M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.95M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.54M

Top Sells

1
+$1.24M
2
+$619K
3
+$571K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$520K
5
VB icon
Vanguard Small-Cap ETF
VB
+$341K

Sector Composition

1 Technology 2.45%
2 Financials 1.62%
3 Industrials 1.28%
4 Healthcare 1.27%
5 Consumer Discretionary 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$654K 0.04%
23,108
+52
127
$647K 0.04%
12,040
+5,000
128
$637K 0.04%
4,374
+6
129
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9,594
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130
$616K 0.04%
5,619
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131
$611K 0.04%
5,410
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132
$610K 0.04%
10,010
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133
$605K 0.04%
2,342
-41
134
$591K 0.04%
15,382
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135
$585K 0.03%
3,460
-155
136
$583K 0.03%
5,305
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137
$579K 0.03%
2,151
-151
138
$577K 0.03%
13,195
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139
$572K 0.03%
7,000
-375
140
$572K 0.03%
24,396
141
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$563K 0.03%
13,496
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143
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4,338
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144
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2,206
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145
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3,195
146
$530K 0.03%
23,990
147
$525K 0.03%
7,978
+1
148
$518K 0.03%
12,280
-593
149
$514K 0.03%
17,450
+3,485
150
$513K 0.03%
2,501
-24
4 5
6
7 8