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
$1.1B
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$18.9M
3
+$7.69M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.17M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$4.15M

Top Sells

1
+$19.6M
2
+$11.9M
3
+$873K
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$612K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$555K

Sector Composition

1 Technology 2.73%
2 Financials 1.66%
3 Industrials 1.64%
4 Healthcare 1.62%
5 Consumer Staples 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.1M 0.19%
45,885
+1,080
52
$2.09M 0.19%
42,098
-5,053
53
$2M 0.18%
5,668
+603
54
$1.99M 0.18%
7,290
+49
55
$1.85M 0.17%
32,203
+2,562
56
$1.79M 0.16%
65,480
+4,030
57
$1.77M 0.16%
14,185
+630
58
$1.71M 0.16%
12,494
+709
59
$1.68M 0.15%
5,602
-150
60
$1.64M 0.15%
16,130
-1,079
61
$1.59M 0.14%
3,827
-105
62
$1.57M 0.14%
18,005
+6
63
$1.57M 0.14%
3,196
-40
64
$1.52M 0.14%
6,848
-526
65
$1.5M 0.14%
4,136
-313
66
$1.47M 0.13%
17,353
+759
67
$1.45M 0.13%
7,077
+418
68
$1.44M 0.13%
34,809
+30,577
69
$1.43M 0.13%
20,185
+32
70
$1.42M 0.13%
3,215
-475
71
$1.4M 0.13%
9,179
-129
72
$1.4M 0.13%
29,852
-51
73
$1.39M 0.13%
27,242
+1,057
74
$1.37M 0.12%
6,798
+290
75
$1.35M 0.12%
6,578
+313
1 2
3
4 5