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
$575M
AUM Growth
-$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$6.61M
3
+$6.21M
4
BND icon
Vanguard Total Bond Market
BND
+$4.12M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.73M

Top Sells

1
+$3.79M
2
+$3.22M
3
+$2.55M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.48M
5
MBB icon
iShares MBS ETF
MBB
+$1.59M

Sector Composition

1 Industrials 1.83%
2 Technology 1.82%
3 Healthcare 1.69%
4 Financials 1.36%
5 Consumer Staples 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-1,002
152
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-1,421
153
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-2,044
154
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-995
155
– –
-11,320
156
– –
-1,333
157
– –
-934
158
– –
-2,437
3 4 5 6
7