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
$1.53B
AUM Growth
+$93.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$6.72M
3
+$2.9M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.83M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.65M

Top Sells

1
+$6.27M
2
+$1.83M
3
+$750K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$639K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$522K

Sector Composition

1 Technology 2.44%
2 Industrials 1.43%
3 Financials 1.43%
4 Healthcare 1.34%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.58M 0.1%
36,450
+1,041
77
$1.45M 0.09%
8,280
-411
78
$1.43M 0.09%
9,158
+29
79
$1.42M 0.09%
12,322
-120
80
$1.41M 0.09%
2,927
-1
81
$1.38M 0.09%
2,654
-150
82
$1.37M 0.09%
3,325
-145
83
$1.36M 0.09%
32,510
+1,828
84
$1.34M 0.09%
7,588
+317
85
$1.3M 0.09%
10,042
+659
86
$1.28M 0.08%
13,555
-285
87
$1.21M 0.08%
4,649
-363
88
$1.2M 0.08%
11,765
+842
89
$1.16M 0.08%
8,485
-510
90
$1.15M 0.08%
21,161
+1,463
91
$1.13M 0.07%
11,155
-1,287
92
$1.1M 0.07%
3,303
+262
93
$1.07M 0.07%
12,402
-4,394
94
$1.06M 0.07%
20,079
+1,455
95
$1.01M 0.07%
5,563
-2
96
$991K 0.06%
22,432
-1,909
97
$959K 0.06%
18,320
+1,625
98
$956K 0.06%
11,690
99
$955K 0.06%
7,308
+3
100
$951K 0.06%
262
+39
2 3
4
5 6