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
+$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$5.2M
3
+$4.25M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.14M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.28M

Top Sells

1
+$1.23M
2
+$726K
3
+$625K
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$588K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$565K

Sector Composition

1 Technology 2.82%
2 Financials 1.51%
3 Industrials 1.35%
4 Consumer Discretionary 1.19%
5 Healthcare 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$282M 16.64%
523,242
-2,290
2
$149M 8.81%
2,075,224
+72,275
3
$125M 7.4%
2,621,237
+46,036
4
$104M 6.12%
900,008
-5,422
5
$100M 5.91%
1,721,827
+95,571
6
$98.3M 5.8%
1,576,888
-1,978
7
$92.7M 5.47%
1,800,482
-1,872
8
$72.5M 4.28%
1,599,764
+36,204
9
$54.1M 3.19%
800,756
+13,614
10
$40.8M 2.41%
151,414
-1,950
11
$40.6M 2.39%
920,992
+19,588
12
$30M 1.77%
427,410
+39,533
13
$25.9M 1.53%
125,371
+1,588
14
$22.2M 1.31%
593,044
+23,677
15
$21.8M 1.29%
725,152
+36,279
16
$20M 1.18%
79,971
-1,988
17
$17.1M 1.01%
28,994
-567
18
$16.9M 1%
475,877
+29,168
19
$15.8M 0.93%
155,335
-104
20
$14.4M 0.85%
148,305
+752
21
$14.2M 0.84%
59,012
-1,067
22
$12.8M 0.76%
212,734
-9,745
23
$9.98M 0.59%
24,305
+412
24
$9.85M 0.58%
51,582
-1,181
25
$8.42M 0.5%
31,874
-64
1
2 3 4 5