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
$653M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.34M
3
+$1.92M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.9M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.7M

Top Sells

1
+$451K
2
+$407K
3
+$321K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$309K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$134K

Sector Composition

1 Industrials 2.5%
2 Technology 2.04%
3 Healthcare 1.94%
4 Financials 1.81%
5 Energy 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$661K 0.1%
5,659
+2,647
77
$650K 0.1%
3,775
-184
78
$644K 0.1%
11,312
+485
79
$604K 0.09%
33,400
-440
80
$600K 0.09%
4,037
81
$600K 0.09%
2,540
-130
82
$582K 0.09%
5,905
-80
83
$563K 0.09%
4,610
+350
84
$549K 0.08%
5,260
+105
85
$548K 0.08%
8,134
+200
86
$538K 0.08%
4,860
87
$535K 0.08%
8,735
+2,900
88
$531K 0.08%
16,778
-364
89
$527K 0.08%
17,935
+1,331
90
$519K 0.08%
2,618
+504
91
$492K 0.08%
30,705
+1,725
92
$484K 0.07%
3,102
+50
93
$468K 0.07%
7,842
94
$457K 0.07%
4,841
95
$446K 0.07%
5,324
96
$426K 0.07%
13,725
-1,885
97
$399K 0.06%
11,670
98
$396K 0.06%
1,485
+89
99
$368K 0.06%
6,871
+400
100
$360K 0.06%
6,266
+976
2 3
4
5 6