AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.97B
1-Year Est. Return
10.43%
1 Year Est. Return
+10.43%
AUM
$1.82B
AUM Growth
+$135M
(+8%)
Holding
308
Top Buys
| 1 | +$6.27M | |
| 2 | +$4.9M | |
| 3 | +$4.01M | |
| 4 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$3.75M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$3.59M |
Top Sells
| 1 | +$1.47M | |
| 2 | +$1.11M | |
| 3 | +$1.04M | |
| 4 |
Trane Technologies
TT
|
+$724K |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$605K |
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 | |
|---|---|---|---|---|---|---|
301
Waste Connections
WCN
$42.5B
| – | – |
-642
|
|
||
302
Wells Fargo
WFC
$270B
| – | – |
-2,133
|
|
||
303
Williams Companies
WMB
$72.8B
| – | – |
-2,631
|
|
||
304
Waste Management
WM
$81.3B
| – | – |
-596
|
|
||
305
Utilities Select Sector SPDR Fund
XLU
$22B
| – | – |
-1,488
|
|
||
306
Health Care Select Sector SPDR Fund
XLV
$36B
| – | – |
-1,574
|
|
||
307
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.2B
| – | – |
-696
|
|