AIM

Acropolis Investment Management Portfolio holdings

AUM $2.22B
1-Year Est. Return 14.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.82B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$4.53M
3
+$3.96M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.67M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.37M

Top Sells

1
+$1.38M
2
+$1.05M
3
+$1.04M
4
TT icon
Trane Technologies
TT
+$653K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$602K

Sector Composition

1 Technology 2.53%
2 Financials 1.51%
3 Industrials 1.2%
4 Consumer Discretionary 1.07%
5 Consumer Staples 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.69M 0.09%
22,666
+31
77
$1.68M 0.09%
2,996
+32
78
$1.67M 0.09%
4,553
-65
79
$1.66M 0.09%
3,269
+2
80
$1.65M 0.09%
12,220
+481
81
$1.54M 0.08%
15,559
-656
82
$1.54M 0.08%
35,567
+676
83
$1.45M 0.08%
11,242
-342
84
$1.43M 0.08%
1,836
+51
85
$1.43M 0.08%
22,174
-2,314
86
$1.43M 0.08%
17,168
-786
87
$1.38M 0.08%
8,400
88
$1.27M 0.07%
7,937
-165
89
$1.22M 0.07%
26,462
-9,334
90
$1.19M 0.07%
15,043
-1,562
91
$1.18M 0.07%
1,195
+18
92
$1.17M 0.06%
9,507
-109
93
$1.15M 0.06%
3,614
+699
94
$1.11M 0.06%
12,483
+147
95
$1.08M 0.06%
25,530
+32
96
$1.08M 0.06%
14,995
-1,242
97
$1.04M 0.06%
1,403
+132
98
$1.03M 0.06%
5,621
+491
99
$988K 0.05%
6,201
-516
100
$973K 0.05%
7,313
+4
2 3
4
5 6