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
201
$171K 0.02%
2,032
-75
202
$170K 0.02%
3,874
203
$169K 0.02%
3,694
+469
204
$169K 0.02%
4,091
-390
205
$162K 0.01%
556
+3
206
$161K 0.01%
486
-67
207
$160K 0.01%
2,586
208
$159K 0.01%
4,124
+3
209
$159K 0.01%
2,656
+9
210
$156K 0.01%
4,766
+14
211
$155K 0.01%
3,035
212
$154K 0.01%
700
213
$153K 0.01%
1,884
+7
214
$152K 0.01%
2,159
+106
215
$150K 0.01%
2,100
216
$143K 0.01%
689
+14
217
$140K 0.01%
+2,134
218
$139K 0.01%
11,924
-1,117
219
$137K 0.01%
1,496
-1,090
220
$132K 0.01%
1,481
-9
221
$131K 0.01%
1,568
222
$131K 0.01%
4,295
223
$128K 0.01%
585
-165
224
$127K 0.01%
3,071
-195
225
$126K 0.01%
+1,241
7 8
9
10 11