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
$654M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2M
3
+$1.34M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.14M
5
BND icon
Vanguard Total Bond Market
BND
+$978K

Top Sells

1
+$945K
2
+$598K
3
+$454K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$374K
5
MSFT icon
Microsoft
MSFT
+$357K

Sector Composition

1 Technology 1.83%
2 Industrials 1.82%
3 Healthcare 1.39%
4 Financials 1.38%
5 Consumer Staples 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$90.6M 13.84%
336,613
+9,675
2
$88.6M 13.54%
2,281,170
+34,600
3
$82.2M 12.56%
989,876
+11,769
4
$71.4M 10.91%
1,712,230
+47,939
5
$46.1M 7.05%
873,333
+21,666
6
$36.9M 5.63%
470,835
+9,394
7
$27.5M 4.2%
314,251
-1,427
8
$25.2M 3.85%
592,643
+16,219
9
$11.4M 1.75%
186,449
-9,745
10
$11M 1.68%
37,399
+14
11
$9.58M 1.46%
86,050
-4,074
12
$7.23M 1.1%
62,021
-957
13
$7.06M 1.08%
122,955
+7,385
14
$6.87M 1.05%
153,412
+648
15
$6.26M 0.96%
46,440
-7,013
16
$5.47M 0.84%
83,266
-925
17
$5.25M 0.8%
93,900
-155
18
$4.23M 0.65%
31,563
-2,668
19
$4M 0.61%
23,952
-2,240
20
$3.38M 0.52%
31,440
+1,915
21
$3.32M 0.51%
13,588
-103
22
$3.26M 0.5%
57,248
-3,171
23
$3.04M 0.46%
23,864
+586
24
$2.84M 0.43%
59,261
-625
25
$2.8M 0.43%
174,428
-932
1
2 3 4 5