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
$1.43B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$2.82M
3
+$2.16M
4
BND icon
Vanguard Total Bond Market
BND
+$2.02M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$1.27M

Top Sells

1
+$1.66M
2
+$1.15M
3
+$702K
4
VV icon
Vanguard Large-Cap ETF
VV
+$534K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$360K

Sector Composition

1 Technology 2.55%
2 Industrials 1.43%
3 Healthcare 1.38%
4 Financials 1.37%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$311K 0.02%
6,344
+718
177
$310K 0.02%
12,516
178
$304K 0.02%
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179
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180
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181
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182
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183
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185
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186
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3,174
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187
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188
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189
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190
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191
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192
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546
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194
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195
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196
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197
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3,656
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198
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2,080
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199
$241K 0.02%
3,064
-1,875
200
$241K 0.02%
3,996
+2
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