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
$575M
AUM Growth
-$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$6.61M
3
+$6.21M
4
BND icon
Vanguard Total Bond Market
BND
+$4.12M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.73M

Top Sells

1
+$3.79M
2
+$3.22M
3
+$2.55M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.48M
5
MBB icon
iShares MBS ETF
MBB
+$1.59M

Sector Composition

1 Industrials 1.83%
2 Technology 1.82%
3 Healthcare 1.69%
4 Financials 1.36%
5 Consumer Staples 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$75.4M 13.12%
2,271,050
-43,830
2
$75.3M 13.11%
327,876
-2,392
3
$75.2M 13.09%
949,501
+51,980
4
$61.6M 10.72%
1,660,188
-102,034
5
$38.9M 6.77%
755,982
-49,546
6
$32.8M 5.71%
473,209
+44,207
7
$24M 4.17%
321,506
-4,950
8
$21.3M 3.7%
558,236
-32,302
9
$11.3M 1.97%
205,489
+154,530
10
$9.46M 1.65%
38,014
-835
11
$8.84M 1.54%
83,012
-11,970
12
$7.31M 1.27%
141,125
+127,545
13
$6.48M 1.13%
64,082
-336
14
$6.21M 1.08%
+54,047
15
$5.85M 1.02%
155,408
+888
16
$5.06M 0.88%
86,154
-1,770
17
$4.4M 0.77%
94,683
+10,155
18
$3.75M 0.65%
15,063
+892
19
$3.73M 0.65%
+27,020
20
$3.52M 0.61%
34,622
+452
21
$3.41M 0.59%
65,109
-61,481
22
$3.02M 0.53%
28,875
-15,158
23
$2.92M 0.51%
62,180
+12
24
$2.69M 0.47%
24,174
-471
25
$2.49M 0.43%
175,750
+88,192
1
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