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
$1.1B
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$18.9M
3
+$7.69M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.17M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$4.15M

Top Sells

1
+$19.6M
2
+$11.9M
3
+$873K
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$612K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$555K

Sector Composition

1 Technology 2.73%
2 Financials 1.66%
3 Industrials 1.64%
4 Healthcare 1.62%
5 Consumer Staples 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$114K 0.01%
555
227
$113K 0.01%
714
+100
228
$113K 0.01%
6,337
+186
229
$110K 0.01%
1,000
230
$110K 0.01%
1,410
231
$109K 0.01%
1,466
232
$108K 0.01%
+1,303
233
$106K 0.01%
+2,001
234
$106K 0.01%
+4,274
235
$104K 0.01%
+3,159
236
$103K 0.01%
1,530
-140
237
$102K 0.01%
3,688
238
$101K 0.01%
663
239
– –
-425
240
– –
-629
241
– –
-2,500
242
– –
-7,700
243
– –
-743
6 7 8 9
10