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
$485M
AUM Growth
-$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.34M
3
+$1.26M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.24M
5
TJX icon
TJX Companies
TJX
+$1.11M

Top Sells

1
+$1.8M
2
+$1.57M
3
+$839K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$718K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$684K

Sector Composition

1 Industrials 2.57%
2 Healthcare 2.38%
3 Technology 2.05%
4 Consumer Staples 2.04%
5 Financials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 0.44%
46,185
+16,170
27
$2.1M 0.43%
29,592
+646
28
$2.06M 0.42%
20,343
-5,451
29
$2.04M 0.42%
25,540
-190
30
$2.02M 0.42%
39,465
+295
31
$1.9M 0.39%
17,408
-306
32
$1.9M 0.39%
25,538
-5,652
33
$1.84M 0.38%
66,828
+9,836
34
$1.82M 0.38%
13,151
+203
35
$1.71M 0.35%
60,025
+21,405
36
$1.68M 0.35%
17,250
+4,420
37
$1.65M 0.34%
13,935
+541
38
$1.6M 0.33%
36,197
+5,905
39
$1.58M 0.33%
7,606
-1,418
40
$1.58M 0.33%
35,621
-1,745
41
$1.55M 0.32%
43,370
+31,200
42
$1.52M 0.31%
46,340
+14,142
43
$1.49M 0.31%
20,050
-415
44
$1.44M 0.3%
19,445
+4,560
45
$1.34M 0.28%
+37,115
46
$1.3M 0.27%
94,846
+27,138
47
$1.29M 0.27%
21,514
-1,220
48
$1.28M 0.26%
9,134
+987
49
$1.28M 0.26%
32,318
-3,174
50
$1.24M 0.26%
26,702
-30
1
2
3 4 5