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
1
$235M 16.37%
536,294
+311
2
$130M 9.09%
1,770,069
+27,452
3
$117M 8.13%
2,436,518
-4,599
4
$96.7M 6.74%
880,660
+3,205
5
$85.3M 5.94%
1,523,910
+8,100
6
$82.6M 5.76%
1,416,136
+219,309
7
$62.7M 4.37%
1,351,711
+25,788
8
$59.4M 4.14%
1,139,394
+54,163
9
$39.4M 2.75%
662,796
+36,296
10
$37.1M 2.58%
169,903
-2,446
11
$34.1M 2.38%
831,923
+6,939
12
$28.9M 2.01%
410,111
+5,611
13
$19.7M 1.38%
385,170
+15,245
14
$18.4M 1.28%
538,447
+27,562
15
$17.9M 1.25%
113,657
+4,950
16
$16.2M 1.13%
83,834
-653
17
$14.8M 1.03%
547,344
+24,576
18
$14.8M 1.03%
30,954
-156
19
$13.5M 0.94%
63,361
+823
20
$13.2M 0.92%
383,464
+24,331
21
$11.8M 0.83%
157,712
+134
22
$11.5M 0.8%
141,223
+2,183
23
$9.45M 0.66%
195,593
+26,396
24
$9.44M 0.66%
54,269
-1,966
25
$8.74M 0.61%
37,577
-1,546
1
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