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
201
$258K 0.02%
2,465
-80
202
$257K 0.02%
9,118
+335
203
$256K 0.02%
1,085
-14
204
$255K 0.02%
6,258
205
$252K 0.01%
1,803
+116
206
$252K 0.01%
2,038
-112
207
$250K 0.01%
710
-9
208
$249K 0.01%
7,404
-12
209
$244K 0.01%
1,218
+9
210
$243K 0.01%
1,401
211
$240K 0.01%
883
+4
212
$237K 0.01%
2,406
-91
213
$237K 0.01%
4,985
+80
214
$231K 0.01%
476
+3
215
$231K 0.01%
3,639
-87
216
$230K 0.01%
1,337
-258
217
$230K 0.01%
1,574
+394
218
$227K 0.01%
4,923
-230
219
$227K 0.01%
931
+2
220
$224K 0.01%
1,736
-866
221
$222K 0.01%
700
222
$218K 0.01%
118
-79
223
$217K 0.01%
1,048
-50
224
$216K 0.01%
1,950
225
$215K 0.01%
4,208
+3
7 8
9
10 11