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
$1.1B
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$18.9M
3
+$7.69M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.17M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$4.15M

Top Sells

1
+$19.6M
2
+$11.9M
3
+$873K
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$612K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$555K

Sector Composition

1 Technology 2.73%
2 Financials 1.66%
3 Industrials 1.64%
4 Healthcare 1.62%
5 Consumer Staples 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.34M 0.12%
8,766
+1,616
77
$1.29M 0.12%
9,876
-120
78
$1.28M 0.12%
9,368
+214
79
$1.23M 0.11%
8,330
+839
80
$1.22M 0.11%
8,819
+960
81
$1.21M 0.11%
23,788
+1,425
82
$1.19M 0.11%
4,243
-180
83
$1.18M 0.11%
3,285
-60
84
$1.18M 0.11%
7,851
+27
85
$1.16M 0.11%
5,449
+662
86
$1.1M 0.1%
3,872
87
$1.09M 0.1%
14,239
-116
88
$1.08M 0.1%
17,801
-1,539
89
$1.03M 0.09%
5,859
+115
90
$1.03M 0.09%
13,988
+1,506
91
$1.02M 0.09%
21,321
-7,466
92
$997K 0.09%
9,698
+1,020
93
$937K 0.09%
7,519
-80
94
$936K 0.09%
7,598
+358
95
$916K 0.08%
19,840
+1,636
96
$884K 0.08%
12,110
+438
97
$854K 0.08%
4,775
+313
98
$837K 0.08%
14,485
-180
99
$834K 0.08%
6,470
-630
100
$819K 0.07%
3,598
+360
2 3
4
5 6