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
176
$252K 0.02%
4,800
177
$252K 0.02%
949
+4
178
$246K 0.02%
2,960
+23
179
$244K 0.02%
2,970
180
$244K 0.02%
3,417
-15
181
$244K 0.02%
5,854
182
$241K 0.02%
3,231
-72
183
$235K 0.02%
+6,370
184
$230K 0.02%
503
-11
185
$222K 0.02%
606
+67
186
$214K 0.02%
2,865
+5
187
$212K 0.02%
902
+9
188
$211K 0.02%
1,491
189
$204K 0.02%
2,410
190
$198K 0.02%
+1,925
191
$194K 0.02%
1,428
+134
192
$192K 0.02%
1,630
+20
193
$188K 0.02%
2,645
-95
194
$184K 0.02%
4,310
195
$182K 0.02%
+4,284
196
$179K 0.02%
3,561
-110
197
$177K 0.02%
346
+2
198
$174K 0.02%
968
199
$174K 0.02%
790
-90
200
$173K 0.02%
1,624
-470
6 7
8
9 10