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
$1.1B
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$18.9M
3
+$7.69M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.17M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$4.15M

Top Sells

1
+$19.6M
2
+$11.9M
3
+$873K
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$612K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$555K

Sector Composition

1 Technology 2.73%
2 Financials 1.66%
3 Industrials 1.64%
4 Healthcare 1.62%
5 Consumer Staples 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.2M 0.47%
66,568
-1,344
27
$5.01M 0.46%
272,882
+64,520
28
$4.61M 0.42%
62,587
-28
29
$4.54M 0.41%
14,743
-153
30
$4.38M 0.4%
88,287
+9,096
31
$4.07M 0.37%
37,541
+908
32
$4.03M 0.37%
36,745
+32,013
33
$3.92M 0.36%
23,613
+150
34
$3.82M 0.35%
21,537
+1,224
35
$3.69M 0.34%
17,996
-107
36
$3.31M 0.3%
20,845
-596
37
$3.25M 0.3%
19,932
+934
38
$2.73M 0.25%
19,600
+760
39
$2.66M 0.24%
10,737
-257
40
$2.62M 0.24%
25,377
-605
41
$2.61M 0.24%
31,619
+1,187
42
$2.56M 0.23%
15,720
-80
43
$2.55M 0.23%
5,655
-36
44
$2.55M 0.23%
18,677
-125
45
$2.54M 0.23%
15,156
+1,116
46
$2.53M 0.23%
13,867
+320
47
$2.32M 0.21%
9,287
+900
48
$2.24M 0.2%
6,637
-99
49
$2.22M 0.2%
10,022
+350
50
$2.17M 0.2%
7,819
+30
1
2
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