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
$1.53B
AUM Growth
+$93.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$6.72M
3
+$2.9M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.83M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.65M

Top Sells

1
+$6.27M
2
+$1.83M
3
+$750K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$639K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$522K

Sector Composition

1 Technology 2.44%
2 Industrials 1.43%
3 Financials 1.43%
4 Healthcare 1.34%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$184K 0.01%
1,993
-1
227
$183K 0.01%
1,453
-2
228
$179K 0.01%
1,564
229
$171K 0.01%
281
230
$171K 0.01%
520
-1
231
$169K 0.01%
1,166
232
$169K 0.01%
2,476
233
$168K 0.01%
384
234
$164K 0.01%
2,055
-291
235
$159K 0.01%
4,124
236
$159K 0.01%
11,941
-207
237
$157K 0.01%
666
238
$149K 0.01%
2,584
239
$149K 0.01%
+698
240
$148K 0.01%
1,262
241
$145K 0.01%
980
242
$143K 0.01%
549
243
$143K 0.01%
1,439
-26
244
$143K 0.01%
2,226
-400
245
$140K 0.01%
1,652
+5
246
$140K 0.01%
2,450
-3,404
247
$139K 0.01%
3,566
-1,792
248
$139K 0.01%
1,917
249
$138K 0.01%
1,535
250
$138K 0.01%
2,054
-363
8 9
10
11 12