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
$1.11B
AUM Growth
+$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.84M
3
+$2.56M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.1M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.02M

Top Sells

1
+$877K
2
+$797K
3
+$703K
4
ROK icon
Rockwell Automation
ROK
+$647K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$392K

Sector Composition

1 Technology 2.85%
2 Industrials 1.67%
3 Healthcare 1.64%
4 Consumer Staples 1.52%
5 Financials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.1M 0.19%
9,672
-321
52
$2.01M 0.18%
13,555
+655
53
$1.86M 0.17%
30,432
+2,381
54
$1.85M 0.17%
17,209
-948
55
$1.82M 0.16%
11,785
+76
56
$1.81M 0.16%
61,450
+2,610
57
$1.77M 0.16%
4,449
+298
58
$1.77M 0.16%
17,999
+695
59
$1.68M 0.15%
6,508
+337
60
$1.58M 0.14%
9,154
+1,213
61
$1.57M 0.14%
22,363
+1,720
62
$1.54M 0.14%
4,423
-1,856
63
$1.53M 0.14%
20,153
+43
64
$1.53M 0.14%
9,996
-300
65
$1.52M 0.14%
9,308
-455
66
$1.51M 0.14%
5,065
+88
67
$1.5M 0.14%
29,903
-377
68
$1.5M 0.13%
3,236
-124
69
$1.47M 0.13%
19,340
-5,073
70
$1.45M 0.13%
6,659
+346
71
$1.36M 0.12%
26,185
-33
72
$1.35M 0.12%
6,265
+610
73
$1.35M 0.12%
3,932
-37
74
$1.34M 0.12%
29,641
+5,051
75
$1.31M 0.12%
3,690
-187
1 2
3
4 5