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
151
$374K 0.03%
2,316
-36
152
$364K 0.03%
3,363
153
$359K 0.03%
15,152
+7,830
154
$354K 0.03%
2,334
-108
155
$353K 0.03%
7,555
156
$353K 0.03%
2,504
+40
157
$351K 0.03%
3,530
-13
158
$351K 0.03%
13,920
159
$348K 0.03%
3,540
+332
160
$331K 0.03%
2,611
-85
161
$328K 0.03%
15,000
-4,170
162
$312K 0.03%
6,925
+25
163
$311K 0.03%
20,691
-13,350
164
$302K 0.03%
8,982
+68
165
$297K 0.03%
8,700
166
$294K 0.03%
2,946
+8
167
$292K 0.03%
13,275
168
$284K 0.03%
3,046
+28
169
$281K 0.03%
880
170
$271K 0.02%
11,908
+6,241
171
$268K 0.02%
1,905
-445
172
$261K 0.02%
1,550
-212
173
$259K 0.02%
8,150
+1,234
174
$258K 0.02%
981
+15
175
$256K 0.02%
11,795
+1,925
5 6
7
8 9