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
$758M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$14.6M
3
+$6.88M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.77M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.46M

Top Sells

1
+$17M
2
+$12.4M
3
+$920K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$636K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$597K

Sector Composition

1 Technology 3.03%
2 Industrials 1.58%
3 Healthcare 1.56%
4 Consumer Staples 1.27%
5 Consumer Discretionary 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$118K 0.02%
+2,100
177
$110K 0.01%
+1,388
178
$109K 0.01%
1,933
-2
179
$109K 0.01%
+641
180
$104K 0.01%
1,255
-274
181
$104K 0.01%
+844
182
$104K 0.01%
+1,400
183
$103K 0.01%
+5,830
184
– –
-600
185
– –
-7,370
186
– –
-5,000
187
– –
-1,333
188
– –
-2,000
189
– –
-8,973
190
– –
-1,486
4 5 6 7
8