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
201
$239K 0.02%
3,226
-2
202
$236K 0.02%
1,545
-84
203
$235K 0.02%
1,491
204
$233K 0.02%
572
205
$229K 0.02%
197
206
$225K 0.02%
4,012
+20
207
$225K 0.02%
3,918
+42
208
$223K 0.02%
2,614
209
$219K 0.02%
2,372
210
$218K 0.02%
2,865
+1
211
$214K 0.01%
7,403
-1,535
212
$209K 0.01%
1,498
-752
213
$208K 0.01%
9,420
-2,375
214
$207K 0.01%
790
215
$204K 0.01%
4,192
-96
216
$203K 0.01%
3,874
217
$202K 0.01%
8,124
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218
$200K 0.01%
4,195
-4,915
219
$195K 0.01%
+2,170
220
$193K 0.01%
5,358
-4,576
221
$192K 0.01%
700
222
$188K 0.01%
766
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223
$188K 0.01%
779
+90
224
$186K 0.01%
1,606
+1
225
$186K 0.01%
1,822