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
$980M
AUM Growth
-$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$7.3M
2
+$6.68M
3
+$5.82M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$4.45M
5
BND icon
Vanguard Total Bond Market
BND
+$3.43M

Top Sells

1
+$8.06M
2
+$5.25M
3
+$2M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.98M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.5M

Sector Composition

1 Technology 2.2%
2 Healthcare 1.68%
3 Consumer Staples 1.62%
4 Financials 1.52%
5 Industrials 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.29M 0.44%
20,050
+625
27
$3.94M 0.4%
63,450
-2,005
28
$3.94M 0.4%
91,149
+1,644
29
$3.94M 0.4%
280,072
+53,176
30
$3.59M 0.37%
73,601
-4,538
31
$3.47M 0.35%
14,893
-24
32
$3.45M 0.35%
43,017
-152
33
$3.45M 0.35%
21,093
-139
34
$3.35M 0.34%
81,815
-48,925
35
$3.07M 0.31%
54,783
-2,279
36
$3.04M 0.31%
22,386
-227
37
$2.94M 0.3%
39,645
+38,235
38
$2.94M 0.3%
17,844
-130
39
$2.87M 0.29%
20,003
+132
40
$2.81M 0.29%
32,230
+330
41
$2.64M 0.27%
27,416
-11,359
42
$2.52M 0.26%
15,443
+147
43
$2.38M 0.24%
12,172
+855
44
$2.31M 0.24%
19,439
-52
45
$2.17M 0.22%
46,215
+210
46
$2.08M 0.21%
5,825
+1
47
$2.08M 0.21%
13,583
-154
48
$1.94M 0.2%
20,235
+95
49
$1.89M 0.19%
18,098
-141
50
$1.85M 0.19%
25,277
-70
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