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
$541M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$1.35M
3
+$972K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$449K
5
VLO icon
Valero Energy
VLO
+$322K

Top Sells

1
+$1.86M
2
+$1.19M
3
+$946K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$675K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$645K

Sector Composition

1 Industrials 2.78%
2 Technology 2.35%
3 Healthcare 2.29%
4 Energy 2.14%
5 Financials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$619K 0.11%
11,820
77
$604K 0.11%
5,235
-425
78
$601K 0.11%
7,270
-200
79
$595K 0.11%
24,318
-540
80
$579K 0.11%
10,882
-445
81
$569K 0.11%
4,315
+6
82
$562K 0.1%
16,105
83
$542K 0.1%
12,385
+55
84
$536K 0.1%
6,025
-70
85
$523K 0.1%
6,180
+325
86
$520K 0.1%
8,135
-245
87
$501K 0.09%
4,157
88
$474K 0.09%
15,442
+282
89
$419K 0.08%
3,310
90
$389K 0.07%
5,509
-635
91
$381K 0.07%
7,780
-605
92
$378K 0.07%
4,375
93
$377K 0.07%
9,608
-3,733
94
$365K 0.07%
4,576
95
$362K 0.07%
5,273
-520
96
$361K 0.07%
5,150
+1,295
97
$353K 0.07%
7,842
-410
98
$339K 0.06%
3,319
+127
99
$337K 0.06%
3,990
100
$329K 0.06%
2,280
-105
2 3
4
5 6