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
$1.11B
AUM Growth
+$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.84M
3
+$2.56M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.1M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.02M

Top Sells

1
+$877K
2
+$797K
3
+$703K
4
ROK icon
Rockwell Automation
ROK
+$647K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$392K

Sector Composition

1 Technology 2.85%
2 Industrials 1.67%
3 Healthcare 1.64%
4 Consumer Staples 1.52%
5 Financials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$115K 0.01%
+663
227
$114K 0.01%
6,151
-2,816
228
$109K 0.01%
3,688
229
$109K 0.01%
+743
230
$108K 0.01%
2,500
231
$104K 0.01%
+425
232
$102K 0.01%
+614
233
– –
-1,545
234
– –
-13,589
235
– –
-817
236
– –
-2,229
6 7 8 9
10