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
$653M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.34M
3
+$1.92M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.9M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.7M

Top Sells

1
+$451K
2
+$407K
3
+$321K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$309K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$134K

Sector Composition

1 Industrials 2.5%
2 Technology 2.04%
3 Healthcare 1.94%
4 Financials 1.81%
5 Energy 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.27M 0.19%
13,790
-1,090
52
$1.26M 0.19%
31,080
+496
53
$1.25M 0.19%
8,177
-40
54
$1.25M 0.19%
6,360
-198
55
$1.22M 0.19%
5,980
-108
56
$1.19M 0.18%
6,707
-65
57
$1.17M 0.18%
14,546
+80
58
$1.15M 0.18%
38,032
-1,435
59
$1.15M 0.18%
9,065
+295
60
$1.14M 0.18%
9,525
+20
61
$1.08M 0.17%
17,230
-35
62
$1.01M 0.15%
12,710
-245
63
$1M 0.15%
9,328
+271
64
$960K 0.15%
8,419
+669
65
$941K 0.14%
8,256
+3,136
66
$938K 0.14%
8,403
+43
67
$895K 0.14%
9,745
+1,640
68
$828K 0.13%
2,808
+761
69
$825K 0.13%
5,692
+237
70
$825K 0.13%
23,670
-300
71
$794K 0.12%
15,100
+7,800
72
$746K 0.11%
11,565
73
$738K 0.11%
6,120
+249
74
$705K 0.11%
11,614
-1,205
75
$681K 0.1%
4,235
+8
1 2
3
4 5