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
$541M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$1.35M
3
+$972K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$449K
5
VLO icon
Valero Energy
VLO
+$322K

Top Sells

1
+$1.86M
2
+$1.19M
3
+$946K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$675K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$645K

Sector Composition

1 Industrials 2.78%
2 Technology 2.35%
3 Healthcare 2.29%
4 Energy 2.14%
5 Financials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.22%
18,585
+525
52
$1.18M 0.22%
11,292
-630
53
$1.15M 0.21%
14,585
+280
54
$1.14M 0.21%
7,363
-160
55
$1.09M 0.2%
8,930
-575
56
$1.08M 0.2%
25,020
+2,160
57
$1.07M 0.2%
28,581
-1,420
58
$1.06M 0.2%
8,436
-342
59
$1.04M 0.19%
12,955
60
$1.04M 0.19%
50,981
+1,500
61
$1.04M 0.19%
8,125
+120
62
$1.03M 0.19%
15,440
+19
63
$1.02M 0.19%
9,396
-710
64
$1.02M 0.19%
15,892
-791
65
$997K 0.18%
33,500
-1,780
66
$977K 0.18%
34,455
+2,075
67
$877K 0.16%
9,768
-558
68
$864K 0.16%
6,711
+335
69
$854K 0.16%
9,645
+195
70
$849K 0.16%
28,245
-1,585
71
$828K 0.15%
13,404
-800
72
$784K 0.15%
6,216
-210
73
$710K 0.13%
7,590
+34
74
$690K 0.13%
3,070
+305
75
$669K 0.12%
6,897
-1,010
1 2
3
4 5