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
$1.53B
AUM Growth
+$93.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$6.72M
3
+$2.9M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.83M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.65M

Top Sells

1
+$6.27M
2
+$1.83M
3
+$750K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$639K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$522K

Sector Composition

1 Technology 2.44%
2 Industrials 1.43%
3 Financials 1.43%
4 Healthcare 1.34%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.91M 0.19%
5,555
-265
52
$2.87M 0.19%
12,483
-471
53
$2.87M 0.19%
31,710
-4,300
54
$2.74M 0.18%
17,348
+106
55
$2.33M 0.15%
12,151
-463
56
$2.31M 0.15%
3,208
+115
57
$2.31M 0.15%
14,164
+387
58
$2.27M 0.15%
6,546
-107
59
$2.23M 0.15%
29,685
-1,575
60
$2.2M 0.14%
16,644
+15
61
$2.14M 0.14%
12,639
-30
62
$2.12M 0.14%
7,352
-1,035
63
$1.94M 0.13%
6,541
+143
64
$1.9M 0.12%
33,319
+270
65
$1.89M 0.12%
4,921
-92
66
$1.86M 0.12%
7,291
-155
67
$1.84M 0.12%
4,148
-139
68
$1.84M 0.12%
23,287
+127
69
$1.8M 0.12%
3,961
-70
70
$1.79M 0.12%
18,312
-502
71
$1.78M 0.12%
18,416
-48
72
$1.73M 0.11%
18,415
+305
73
$1.73M 0.11%
6,748
+269
74
$1.72M 0.11%
40,997
+2,682
75
$1.7M 0.11%
5,042
-278
1 2
3
4 5