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
$1.11B
AUM Growth
+$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.84M
3
+$2.56M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.1M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.02M

Top Sells

1
+$877K
2
+$797K
3
+$703K
4
ROK icon
Rockwell Automation
ROK
+$647K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$392K

Sector Composition

1 Technology 2.85%
2 Industrials 1.67%
3 Healthcare 1.64%
4 Consumer Staples 1.52%
5 Financials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.25M 0.38%
36,633
+1,154
27
$4.05M 0.36%
208,362
-1,574
28
$4.03M 0.36%
18,103
+4,472
29
$3.94M 0.35%
23,463
30
$3.85M 0.35%
64,992
+11,534
31
$3.82M 0.34%
79,191
+480
32
$3.73M 0.33%
21,441
-860
33
$3.48M 0.31%
20,313
-39
34
$3.08M 0.28%
10,994
+261
35
$2.98M 0.27%
25,982
-510
36
$2.98M 0.27%
18,802
+475
37
$2.79M 0.25%
6,736
+28
38
$2.73M 0.25%
18,840
-540
39
$2.7M 0.24%
5,691
-10
40
$2.68M 0.24%
7,241
+6
41
$2.63M 0.24%
15,800
+120
42
$2.48M 0.22%
7,374
+424
43
$2.44M 0.22%
14,040
+2,324
44
$2.43M 0.22%
47,151
-13,645
45
$2.39M 0.21%
5,752
-1
46
$2.38M 0.21%
7,789
-937
47
$2.23M 0.2%
18,998
+484
48
$2.22M 0.2%
8,387
49
$2.12M 0.19%
13,547
+164
50
$2.11M 0.19%
44,805
-450
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2
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