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
$980M
AUM Growth
-$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$7.3M
2
+$6.68M
3
+$5.82M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$4.45M
5
BND icon
Vanguard Total Bond Market
BND
+$3.43M

Top Sells

1
+$8.06M
2
+$5.25M
3
+$2M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.98M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.5M

Sector Composition

1 Technology 2.2%
2 Healthcare 1.68%
3 Consumer Staples 1.62%
4 Financials 1.52%
5 Industrials 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.1M 0.11%
23,564
+251
77
$1.09M 0.11%
11,813
-1,312
78
$1.09M 0.11%
9,636
+191
79
$1.05M 0.11%
16,715
-251
80
$1M 0.1%
10,600
-907
81
$998K 0.1%
13,855
+9
82
$986K 0.1%
4,112
+414
83
$963K 0.1%
7,910
+33
84
$952K 0.1%
7,016
+217
85
$947K 0.1%
36,745
-1,703
86
$940K 0.1%
3,516
-121
87
$936K 0.1%
15,060
-442
88
$916K 0.09%
24,122
-1,921
89
$893K 0.09%
3,366
+15
90
$843K 0.09%
3,919
-132
91
$824K 0.08%
11,597
-222
92
$814K 0.08%
7,232
-383
93
$808K 0.08%
66,590
-120
94
$804K 0.08%
21,467
+216
95
$796K 0.08%
27,133
-2,179
96
$773K 0.08%
3,687
-30
97
$768K 0.08%
5,174
-95
98
$759K 0.08%
25,143
-9,938
99
$734K 0.07%
7,222
100
$733K 0.07%
14,485
2 3
4
5 6