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
$1.29B
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$53.6M
2
+$3.44M
3
+$2.6M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.16M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.59M

Top Sells

1
+$4.05M
2
+$1.29M
3
+$1.21M
4
PEP icon
PepsiCo
PEP
+$1.14M
5
BND icon
Vanguard Total Bond Market
BND
+$1.04M

Sector Composition

1 Technology 2.44%
2 Healthcare 1.51%
3 Industrials 1.39%
4 Financials 1.35%
5 Consumer Staples 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$167K 0.01%
+2,844
227
$164K 0.01%
2,345
-398
228
$161K 0.01%
1,822
+84
229
$160K 0.01%
6,684
-14,600
230
$159K 0.01%
3,035
231
$158K 0.01%
585
232
$158K 0.01%
667
+21
233
$157K 0.01%
1,530
-61
234
$154K 0.01%
2,642
-100
235
$154K 0.01%
1,456
+48
236
$152K 0.01%
4,124
-1
237
$150K 0.01%
12,115
-26
238
$147K 0.01%
2,586
239
$147K 0.01%
689
240
$146K 0.01%
905
+1
241
$145K 0.01%
2,002
242
$144K 0.01%
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243
$144K 0.01%
+1,165
244
$144K 0.01%
381
245
$138K 0.01%
677
+19
246
$138K 0.01%
+2,626
247
$134K 0.01%
2,100
248
$128K 0.01%
1,383
+13
249
$127K 0.01%
+384
250
$127K 0.01%
3,180
8 9
10
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