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
$485M
AUM Growth
-$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.34M
3
+$1.26M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.24M
5
TJX icon
TJX Companies
TJX
+$1.11M

Top Sells

1
+$1.8M
2
+$1.57M
3
+$839K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$718K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$684K

Sector Composition

1 Industrials 2.57%
2 Healthcare 2.38%
3 Technology 2.05%
4 Consumer Staples 2.04%
5 Financials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.17M 0.24%
12,623
52
$1.17M 0.24%
8,492
-1,616
53
$1.16M 0.24%
47,710
+35,180
54
$1.14M 0.24%
20,406
-6,537
55
$1.03M 0.21%
10,660
-5,370
56
$1.01M 0.21%
9,995
+5,940
57
$960K 0.2%
13,350
-6,135
58
$950K 0.2%
9,665
+5,840
59
$944K 0.19%
38,176
-4,620
60
$929K 0.19%
33,195
-3,710
61
$912K 0.19%
9,667
-162
62
$890K 0.18%
12,270
+7,375
63
$851K 0.18%
11,137
-8,140
64
$831K 0.17%
10,563
-1,055
65
$825K 0.17%
36,648
-3,288
66
$810K 0.17%
7,431
-685
67
$789K 0.16%
23,250
68
$787K 0.16%
12,911
+965
69
$724K 0.15%
7,346
-8,513
70
$718K 0.15%
8,638
-865
71
$658K 0.14%
14,200
-130
72
$636K 0.13%
5,450
73
$623K 0.13%
13,207
-685
74
$621K 0.13%
7,464
-531
75
$619K 0.13%
+6,300
1 2
3
4 5