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
$653M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.34M
3
+$1.92M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.9M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.7M

Top Sells

1
+$451K
2
+$407K
3
+$321K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$309K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$134K

Sector Composition

1 Industrials 2.5%
2 Technology 2.04%
3 Healthcare 1.94%
4 Financials 1.81%
5 Energy 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 0.38%
15,909
-561
27
$2.45M 0.38%
18,037
-249
28
$2.4M 0.37%
12,197
-98
29
$2.16M 0.33%
25,871
+2,789
30
$2.08M 0.32%
13,647
-880
31
$1.92M 0.29%
29,120
-1,615
32
$1.86M 0.28%
29,046
-940
33
$1.82M 0.28%
26,085
-268
34
$1.78M 0.27%
29,279
-757
35
$1.71M 0.26%
32,708
-5,902
36
$1.7M 0.26%
21,019
+303
37
$1.7M 0.26%
14,826
-5
38
$1.63M 0.25%
8,574
+5
39
$1.61M 0.25%
7,157
-76
40
$1.53M 0.24%
4,777
-23
41
$1.51M 0.23%
39,442
-1,308
42
$1.5M 0.23%
15,118
-279
43
$1.5M 0.23%
88,218
-630
44
$1.5M 0.23%
10,216
-453
45
$1.41M 0.22%
27,758
+196
46
$1.36M 0.21%
12,738
-90
47
$1.36M 0.21%
28,771
+653
48
$1.36M 0.21%
10,066
-162
49
$1.35M 0.21%
13,601
-712
50
$1.29M 0.2%
12,093
-271
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2
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