AIM

Acropolis Investment Management Portfolio holdings

AUM $2.22B
1-Year Est. Return 14.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.82B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$4.53M
3
+$3.96M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.67M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.37M

Top Sells

1
+$1.38M
2
+$1.05M
3
+$1.04M
4
TT icon
Trane Technologies
TT
+$653K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$602K

Sector Composition

1 Technology 2.53%
2 Financials 1.51%
3 Industrials 1.2%
4 Consumer Discretionary 1.07%
5 Consumer Staples 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.21M 0.18%
10,294
-1,004
52
$3.16M 0.17%
14,633
53
$3.15M 0.17%
20,598
+36
54
$3.13M 0.17%
11,691
-20
55
$2.99M 0.16%
27,724
-457
56
$2.89M 0.16%
30,215
+1,205
57
$2.85M 0.16%
39,269
-6,931
58
$2.61M 0.14%
18,560
+8
59
$2.57M 0.14%
7,558
60
$2.56M 0.14%
35,675
-216
61
$2.46M 0.14%
12,603
+155
62
$2.4M 0.13%
4,348
+344
63
$2.36M 0.13%
+45,745
64
$2.36M 0.13%
3,131
+23
65
$2.28M 0.13%
15,945
-423
66
$2.18M 0.12%
5,146
+72
67
$2.08M 0.11%
23,052
-348
68
$1.98M 0.11%
43,955
-3,800
69
$1.98M 0.11%
6,347
-111
70
$1.97M 0.11%
6,487
-44
71
$1.83M 0.1%
3,952
+161
72
$1.78M 0.1%
4,657
+78
73
$1.77M 0.1%
25,999
+16,405
74
$1.73M 0.09%
7,781
-223
75
$1.7M 0.09%
5,683
-170
1 2
3
4 5