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
251
$137K 0.01%
4,523
252
$136K 0.01%
1,699
-291
253
$135K 0.01%
1,348
254
$134K 0.01%
1,521
255
$134K 0.01%
1,400
256
$134K 0.01%
2,098
257
$133K 0.01%
542
-224
258
$132K 0.01%
3,145
+265
259
$132K 0.01%
1,004
-165
260
$131K 0.01%
800
261
$131K 0.01%
1,991
262
$131K 0.01%
990
+200
263
$131K 0.01%
3,050
-130
264
$129K 0.01%
+2,900
265
$126K 0.01%
1,370
266
$125K 0.01%
2,168
267
$125K 0.01%
199
268
$123K 0.01%
5,410
269
$119K 0.01%
559
270
$117K 0.01%
668
+1
271
$113K 0.01%
507
272
$113K 0.01%
+655
273
$109K 0.01%
+1,721
274
$107K 0.01%
1,005
-1,093
275
$106K 0.01%
+1,303
8 9 10
11
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