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
$980M
AUM Growth
-$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$7.3M
2
+$6.68M
3
+$5.82M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$4.45M
5
BND icon
Vanguard Total Bond Market
BND
+$3.43M

Top Sells

1
+$8.06M
2
+$5.25M
3
+$2M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.98M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.5M

Sector Composition

1 Technology 2.2%
2 Healthcare 1.68%
3 Consumer Staples 1.62%
4 Financials 1.52%
5 Industrials 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$114K 0.01%
714
227
$112K 0.01%
4,500
228
$111K 0.01%
4,295
229
$109K 0.01%
507
230
$109K 0.01%
641
231
$102K 0.01%
1,370
232
$101K 0.01%
1,594
-22
233
$101K 0.01%
1,262
234
$101K 0.01%
+1,000
235
$100K 0.01%
+1,490
236
$100K 0.01%
1,819
-15
237
– –
-2,000
238
– –
-1,578
239
– –
-7,322
240
– –
-2,324
241
– –
-5,765
242
– –
-420
243
– –
-3,160
244
– –
-1,509
245
– –
-5,410
246
– –
-15,256
6 7 8 9
10