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
$1.53B
AUM Growth
+$93.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$6.72M
3
+$2.9M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.83M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.65M

Top Sells

1
+$6.27M
2
+$1.83M
3
+$750K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$639K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$522K

Sector Composition

1 Technology 2.44%
2 Industrials 1.43%
3 Financials 1.43%
4 Healthcare 1.34%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.13M 0.53%
23,634
+1,976
27
$7.49M 0.49%
17,804
+196
28
$7.48M 0.49%
97,504
+2,383
29
$7.45M 0.49%
144,388
-55
30
$5.83M 0.38%
195,431
+23,452
31
$5.59M 0.37%
92,892
-1,494
32
$5.45M 0.36%
11,014
-103
33
$5.36M 0.35%
49,790
-190
34
$5.06M 0.33%
60,197
-1,287
35
$5.06M 0.33%
33,482
36
$4.47M 0.29%
228,880
-1,340
37
$4.36M 0.29%
37,631
-1,798
38
$4.05M 0.26%
14,502
+156
39
$3.99M 0.26%
9,496
+14
40
$3.89M 0.25%
19,434
-225
41
$3.72M 0.24%
46,543
-538
42
$3.69M 0.24%
58,333
-1,237
43
$3.61M 0.24%
20,180
-1,310
44
$3.39M 0.22%
21,447
-35
45
$3.38M 0.22%
18,724
-44
46
$3.26M 0.21%
12,522
-409
47
$3.19M 0.21%
15,157
-215
48
$3.15M 0.21%
27,091
-652
49
$3.09M 0.2%
14,859
-956
50
$3M 0.2%
22,207
-570
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