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
$980M
AUM Growth
-$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$7.3M
2
+$6.68M
3
+$5.82M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$4.45M
5
BND icon
Vanguard Total Bond Market
BND
+$3.43M

Top Sells

1
+$8.06M
2
+$5.25M
3
+$2M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.98M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.5M

Sector Composition

1 Technology 2.2%
2 Healthcare 1.68%
3 Consumer Staples 1.62%
4 Financials 1.52%
5 Industrials 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.82M 0.19%
16,120
-170
52
$1.78M 0.18%
10,013
-4
53
$1.76M 0.18%
6,832
-46
54
$1.66M 0.17%
8,387
55
$1.57M 0.16%
4,065
56
$1.53M 0.16%
5,723
-50
57
$1.52M 0.15%
7,031
-86
58
$1.51M 0.15%
5,458
-73
59
$1.51M 0.15%
3,316
-75
60
$1.49M 0.15%
10,400
+2,506
61
$1.48M 0.15%
7,027
-181
62
$1.44M 0.15%
18,184
+238
63
$1.41M 0.14%
32,177
+167
64
$1.36M 0.14%
6,688
+15
65
$1.34M 0.14%
10,844
+215
66
$1.33M 0.14%
6,597
+46
67
$1.3M 0.13%
6,946
+26
68
$1.3M 0.13%
14,173
-334
69
$1.26M 0.13%
3,775
70
$1.21M 0.12%
9,717
+167
71
$1.15M 0.12%
9,406
-105
72
$1.15M 0.12%
21,343
73
$1.13M 0.11%
9,615
74
$1.1M 0.11%
8,726
+31
75
$1.1M 0.11%
15,276
+340
1 2
3
4 5