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
$1.69B
AUM Growth
-$8.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$2.96M
3
+$2.27M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.95M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.54M

Top Sells

1
+$1.24M
2
+$619K
3
+$571K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$520K
5
VB icon
Vanguard Small-Cap ETF
VB
+$341K

Sector Composition

1 Technology 2.45%
2 Financials 1.62%
3 Industrials 1.28%
4 Healthcare 1.27%
5 Consumer Discretionary 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$342K 0.02%
1,097
+79
177
$340K 0.02%
664
-110
178
$334K 0.02%
8,700
179
$330K 0.02%
2,753
180
$328K 0.02%
1,823
-205
181
$317K 0.02%
11,934
182
$312K 0.02%
5,325
-2,739
183
$311K 0.02%
511
+2
184
$310K 0.02%
3,569
+18
185
$308K 0.02%
1,587
+1
186
$305K 0.02%
5,827
-1,623
187
$305K 0.02%
327
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188
$302K 0.02%
13,695
189
$300K 0.02%
9,020
190
$292K 0.02%
10,459
191
$292K 0.02%
2,540
192
$289K 0.02%
4,800
193
$285K 0.02%
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194
$284K 0.02%
2,149
+8
195
$278K 0.02%
3,632
-143
196
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3,609
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197
$271K 0.02%
4,464
+29
198
$262K 0.02%
426
+3
199
$259K 0.02%
1,380
-75
200
$259K 0.02%
2,689
-33
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