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
$541M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$1.35M
3
+$972K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$449K
5
VLO icon
Valero Energy
VLO
+$322K

Top Sells

1
+$1.86M
2
+$1.19M
3
+$946K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$675K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$645K

Sector Composition

1 Industrials 2.78%
2 Technology 2.35%
3 Healthcare 2.29%
4 Energy 2.14%
5 Financials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 0.44%
42,834
-405
27
$2.33M 0.43%
26,709
-1,787
28
$2.33M 0.43%
15,790
+133
29
$2.21M 0.41%
14,579
-94
30
$2.15M 0.4%
76,120
+48
31
$2.1M 0.39%
36,537
-232
32
$2.05M 0.38%
37,663
-525
33
$1.99M 0.37%
16,043
-470
34
$1.98M 0.37%
23,220
-465
35
$1.94M 0.36%
43,714
-2,442
36
$1.88M 0.35%
46,395
-1,315
37
$1.82M 0.34%
59,915
-10,065
38
$1.74M 0.32%
58,710
+355
39
$1.73M 0.32%
21,718
-1,107
40
$1.72M 0.32%
21,309
-7,190
41
$1.71M 0.32%
14,644
-10,183
42
$1.67M 0.31%
74,920
+900
43
$1.54M 0.29%
16,014
-1,017
44
$1.5M 0.28%
20,810
+205
45
$1.47M 0.27%
30,678
-890
46
$1.42M 0.26%
5,935
-342
47
$1.38M 0.26%
26,292
-60
48
$1.37M 0.25%
11,185
-120
49
$1.36M 0.25%
94,388
-774
50
$1.35M 0.25%
36,375
-2,185
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