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
251
$126K 0.01%
980
-294
252
$126K 0.01%
36,819
253
$126K 0.01%
1,985
+296
254
$125K 0.01%
1,169
-3
255
$125K 0.01%
1,364
256
$120K 0.01%
1,535
-135
257
$120K 0.01%
1,262
258
$120K 0.01%
1,488
-35
259
$119K 0.01%
1,570
260
$117K 0.01%
1,993
-25
261
$117K 0.01%
+700
262
$116K 0.01%
4,521
-2
263
$114K 0.01%
+550
264
$112K 0.01%
507
265
$112K 0.01%
391
-2
266
$110K 0.01%
5,410
267
$109K 0.01%
715
+18
268
$106K 0.01%
1,400
269
$105K 0.01%
+800
270
$105K 0.01%
2,579
-392
271
$105K 0.01%
1,915
-314
272
$102K 0.01%
1,577
-423
273
$101K 0.01%
2,018
+22
274
$101K 0.01%
2,880
275
– –
-2,323
8 9 10
11
12