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
-$8.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$2.96M
3
+$2.27M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.95M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.54M

Top Sells

1
+$1.24M
2
+$619K
3
+$571K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$520K
5
VB icon
Vanguard Small-Cap ETF
VB
+$341K

Sector Composition

1 Technology 2.45%
2 Financials 1.62%
3 Industrials 1.28%
4 Healthcare 1.27%
5 Consumer Discretionary 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$276M 16.37%
536,972
+13,730
2
$154M 9.13%
2,095,734
+20,510
3
$134M 7.93%
2,629,280
+8,043
4
$104M 6.17%
1,772,239
+50,412
5
$96.1M 5.7%
918,675
+18,667
6
$95.1M 5.64%
1,810,780
+10,298
7
$92.9M 5.51%
1,591,955
+15,067
8
$75.4M 4.47%
1,627,307
+27,543
9
$52M 3.09%
837,350
+36,594
10
$42.1M 2.5%
929,465
+8,473
11
$38.3M 2.27%
149,006
-2,408
12
$32.1M 1.9%
424,125
-3,285
13
$25.6M 1.52%
126,663
+1,292
14
$23.8M 1.41%
595,567
+2,523
15
$23M 1.36%
751,285
+26,133
16
$18.6M 1.11%
473,296
-2,581
17
$17.7M 1.05%
79,801
-170
18
$15.7M 0.93%
27,978
-1,016
19
$14.4M 0.85%
154,860
-475
20
$14.2M 0.85%
154,225
+5,920
21
$12.7M 0.76%
57,475
-1,537
22
$12M 0.71%
207,869
-4,865
23
$9.99M 0.59%
52,409
+827
24
$8.93M 0.53%
289,425
+11,455
25
$8.21M 0.49%
195,294
-4,695
1
2 3 4 5