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
$1.29B
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$53.6M
2
+$3.44M
3
+$2.6M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.16M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.59M

Top Sells

1
+$4.05M
2
+$1.29M
3
+$1.21M
4
PEP icon
PepsiCo
PEP
+$1.14M
5
BND icon
Vanguard Total Bond Market
BND
+$1.04M

Sector Composition

1 Technology 2.44%
2 Healthcare 1.51%
3 Industrials 1.39%
4 Financials 1.35%
5 Consumer Staples 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.24M 0.56%
96,251
+45,810
27
$6.59M 0.51%
138,416
-700
28
$6.06M 0.47%
53,565
-35,819
29
$5.74M 0.44%
11,386
-214
30
$5.68M 0.44%
20,841
+171
31
$5.53M 0.43%
17,520
+1,385
32
$5.25M 0.41%
98,565
-429
33
$5.01M 0.39%
48,816
-3,220
34
$4.36M 0.34%
33,318
+4,445
35
$4.26M 0.33%
61,521
-146
36
$4.18M 0.32%
161,575
+24,460
37
$3.99M 0.31%
235,090
+570
38
$3.38M 0.26%
21,717
+4
39
$3.38M 0.26%
28,744
+423
40
$3.36M 0.26%
59,561
-1,000
41
$3.33M 0.26%
21,960
-456
42
$3.31M 0.26%
47,955
-819
43
$3.11M 0.24%
13,536
+2,607
44
$3.08M 0.24%
8,797
+661
45
$2.96M 0.23%
17,557
-1,175
46
$2.89M 0.22%
19,925
+899
47
$2.82M 0.22%
13,186
-189
48
$2.66M 0.21%
15,075
49
$2.64M 0.2%
16,114
-275
50
$2.48M 0.19%
5,809
+7
1
2
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