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
$1.11B
AUM Growth
+$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.84M
3
+$2.56M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.1M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.02M

Top Sells

1
+$877K
2
+$797K
3
+$703K
4
ROK icon
Rockwell Automation
ROK
+$647K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$392K

Sector Composition

1 Technology 2.85%
2 Industrials 1.67%
3 Healthcare 1.64%
4 Consumer Staples 1.52%
5 Financials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.31M 0.12%
7,150
+2,330
77
$1.22M 0.11%
16,594
+1,299
78
$1.19M 0.11%
28,787
+4,263
79
$1.18M 0.11%
3,345
+93
80
$1.18M 0.11%
7,824
+32
81
$1.15M 0.1%
3,872
-260
82
$1.11M 0.1%
4,787
+486
83
$1.1M 0.1%
7,491
+945
84
$1.03M 0.09%
7,240
+1,394
85
$1.03M 0.09%
5,744
+144
86
$992K 0.09%
7,100
-210
87
$982K 0.09%
7,599
+1,360
88
$925K 0.08%
7,859
+1,189
89
$914K 0.08%
4,462
+625
90
$903K 0.08%
12,482
+1,768
91
$881K 0.08%
14,665
-2,605
92
$855K 0.08%
18,204
+1,572
93
$843K 0.08%
6,070
+558
94
$833K 0.07%
4,999
-923
95
$817K 0.07%
16,735
+127
96
$815K 0.07%
12,250
+1,666
97
$800K 0.07%
8,678
+1,209
98
$797K 0.07%
14,355
+110
99
$782K 0.07%
3,238
-44
100
$769K 0.07%
13,024
+289
2 3
4
5 6