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
$1.29B
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$53.6M
2
+$3.44M
3
+$2.6M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.16M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.59M

Top Sells

1
+$4.05M
2
+$1.29M
3
+$1.21M
4
PEP icon
PepsiCo
PEP
+$1.14M
5
BND icon
Vanguard Total Bond Market
BND
+$1.04M

Sector Composition

1 Technology 2.44%
2 Healthcare 1.51%
3 Industrials 1.39%
4 Financials 1.35%
5 Consumer Staples 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.47M 0.19%
19,435
+3,280
52
$2.39M 0.19%
22,797
-213
53
$2.25M 0.17%
29,761
-7,062
54
$2.15M 0.17%
13,144
-163
55
$2.11M 0.16%
13,209
-214
56
$2.07M 0.16%
6,749
+121
57
$2.07M 0.16%
34,170
-10,740
58
$1.97M 0.15%
8,387
59
$1.9M 0.15%
13,763
-369
60
$1.89M 0.15%
20,072
-172
61
$1.79M 0.14%
17,391
-31
62
$1.7M 0.13%
6,665
+90
63
$1.68M 0.13%
41,545
+4,345
64
$1.65M 0.13%
4,026
-22
65
$1.62M 0.13%
37,340
-27,750
66
$1.6M 0.12%
5,285
-86
67
$1.56M 0.12%
35,079
+3,675
68
$1.55M 0.12%
7,456
+90
69
$1.53M 0.12%
34,154
+379
70
$1.51M 0.12%
18,488
+64
71
$1.5M 0.12%
8,874
-6,737
72
$1.48M 0.11%
5,570
-112
73
$1.41M 0.11%
3,940
-21
74
$1.37M 0.11%
18,391
+774
75
$1.36M 0.11%
12,287
+412
1 2
3
4 5