AIM

Acropolis Investment Management Portfolio holdings

AUM $2.22B
1-Year Est. Return 14.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.82B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$4.53M
3
+$3.96M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.67M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.37M

Top Sells

1
+$1.38M
2
+$1.05M
3
+$1.04M
4
TT icon
Trane Technologies
TT
+$653K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$602K

Sector Composition

1 Technology 2.53%
2 Financials 1.51%
3 Industrials 1.2%
4 Consumer Discretionary 1.07%
5 Consumer Staples 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$230K 0.01%
3,041
-568
227
$229K 0.01%
4,212
+4
228
$227K 0.01%
2,471
+702
229
$225K 0.01%
2,279
+97
230
$222K 0.01%
2,862
+25
231
$216K 0.01%
118
232
$215K 0.01%
482
+6
233
$212K 0.01%
1,054
+6
234
$211K 0.01%
4,854
-69
235
$209K 0.01%
8,344
+220
236
$209K 0.01%
+5,278
237
$206K 0.01%
1,897
+156
238
$205K 0.01%
+2,767
239
$203K 0.01%
1,353
+91
240
$203K 0.01%
+3,632
241
$202K 0.01%
650
-16
242
$131K 0.01%
12,072
+273
243
$62.2K ﹤0.01%
+10,080
244
$52.7K ﹤0.01%
+12,000
245
$43.7K ﹤0.01%
+19,000
246
– –
-2,235
247
– –
-1,585
248
– –
-800
249
– –
-2,098
250
– –
-1,799
8 9
10
11 12