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
$1.29B
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$53.6M
2
+$3.44M
3
+$2.6M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.16M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.59M

Top Sells

1
+$4.05M
2
+$1.29M
3
+$1.21M
4
PEP icon
PepsiCo
PEP
+$1.14M
5
BND icon
Vanguard Total Bond Market
BND
+$1.04M

Sector Composition

1 Technology 2.44%
2 Healthcare 1.51%
3 Industrials 1.39%
4 Financials 1.35%
5 Consumer Staples 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.34M 0.1%
3,554
-20
77
$1.33M 0.1%
2,986
+1,262
78
$1.27M 0.1%
6,304
+1,234
79
$1.25M 0.1%
13,840
80
$1.25M 0.1%
23,348
+967
81
$1.22M 0.09%
2,799
-149
82
$1.19M 0.09%
9,082
+33
83
$1.17M 0.09%
12,410
-175
84
$1.16M 0.09%
13,075
+175
85
$1.16M 0.09%
2,928
+1,251
86
$1.1M 0.09%
9,112
+443
87
$1.1M 0.09%
8,995
-132
88
$1.06M 0.08%
5,010
-12
89
$1.05M 0.08%
11,107
+410
90
$1M 0.08%
17,314
+5,704
91
$953K 0.07%
11,767
+6,747
92
$945K 0.07%
29,168
+906
93
$925K 0.07%
4,050
-459
94
$913K 0.07%
25,680
-606
95
$885K 0.07%
3,095
-173
96
$862K 0.07%
11,465
97
$846K 0.07%
9,524
-439
98
$833K 0.06%
10,636
+763
99
$830K 0.06%
3,317
+32
100
$819K 0.06%
5,491
+2,172
2 3
4
5 6