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
1
$193M 17.26%
548,005
+12,071
2
$118M 10.6%
1,646,107
+155,937
3
$102M 9.13%
2,426,817
+74,217
4
$82.5M 7.39%
871,347
+22,429
5
$74.4M 6.67%
1,538,845
+8,260
6
$56M 5.02%
1,229,938
+74,119
7
$43.5M 3.9%
751,833
+636,202
8
$38.2M 3.42%
770,833
+675,156
9
$31.6M 2.83%
181,313
+9,537
10
$29.8M 2.67%
764,883
+22,033
11
$25.9M 2.32%
419,517
-11,158
12
$23.7M 2.12%
474,809
+82,633
13
$15.7M 1.4%
507,809
+8,107
14
$12.7M 1.14%
33,059
-730
15
$11.7M 1.05%
63,810
-1,397
16
$10.5M 0.94%
80,882
+1,937
17
$9.89M 0.89%
86,062
+9,636
18
$9.53M 0.85%
162,899
+636
19
$8.7M 0.78%
59,996
-1,376
20
$8.47M 0.76%
41,573
-1,842
21
$6.35M 0.57%
136,076
+5,582
22
$5.75M 0.52%
10,847
-133
23
$5.34M 0.48%
50,628
+4,096
24
$4.75M 0.43%
100,455
+9,306
25
$4.63M 0.41%
61,478
-48,653
1
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