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
$485M
AUM Growth
-$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.34M
3
+$1.26M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.24M
5
TJX icon
TJX Companies
TJX
+$1.11M

Top Sells

1
+$1.8M
2
+$1.57M
3
+$839K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$718K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$684K

Sector Composition

1 Industrials 2.57%
2 Healthcare 2.38%
3 Technology 2.05%
4 Consumer Staples 2.04%
5 Financials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$609K 0.13%
7,517
-2,650
77
$592K 0.12%
8,500
-255
78
$534K 0.11%
+16,870
79
$514K 0.11%
9,015
+2,465
80
$503K 0.1%
4,274
81
$498K 0.1%
13,800
-1,361
82
$483K 0.1%
4,870
+1,335
83
$479K 0.1%
5,935
+1,350
84
$445K 0.09%
4,157
+545
85
$443K 0.09%
+8,390
86
$424K 0.09%
3,901
+971
87
$415K 0.09%
2,500
-75
88
$375K 0.08%
8,920
-870
89
$369K 0.08%
10,065
-5,843
90
$366K 0.08%
14,887
-6,959
91
$360K 0.07%
2,759
92
$358K 0.07%
9,180
+595
93
$346K 0.07%
11,120
-1,400
94
$340K 0.07%
3,989
-2,629
95
$315K 0.07%
7,277
-262
96
$311K 0.06%
2,691
+623
97
$293K 0.06%
4,375
98
$292K 0.06%
2,227
+150
99
$291K 0.06%
2,405
-776
100
$289K 0.06%
7,439
2 3
4
5 6