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
$485M
AUM Growth
-$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.34M
3
+$1.26M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.24M
5
TJX icon
TJX Companies
TJX
+$1.11M

Top Sells

1
+$1.8M
2
+$1.57M
3
+$839K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$718K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$684K

Sector Composition

1 Industrials 2.57%
2 Healthcare 2.38%
3 Technology 2.05%
4 Consumer Staples 2.04%
5 Financials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$288K 0.06%
3,990
102
$287K 0.06%
3,435
-2,551
103
$270K 0.06%
14,276
+231
104
$267K 0.06%
4,226
+410
105
$262K 0.05%
6,393
106
$251K 0.05%
2,015
+525
107
$243K 0.05%
1,269
108
$237K 0.05%
4,445
109
$233K 0.05%
3,800
110
$227K 0.05%
2,300
+30
111
$220K 0.05%
4,615
112
$220K 0.05%
7,383
-136
113
$202K 0.04%
3,358
+4
114
$201K 0.04%
4,034
-165
115
$192K 0.04%
7,620
-360
116
$173K 0.04%
4,064
+35
117
$172K 0.04%
5,240
-7,886
118
$156K 0.03%
+4,960
119
$155K 0.03%
3,560
120
$145K 0.03%
3,275
121
$139K 0.03%
1,000
-4,129
122
$139K 0.03%
2,556
-2,194
123
$137K 0.03%
2,306
-1,479
124
$136K 0.03%
2,218
-4,210
125
$128K 0.03%
3,270
-600
2 3 4
5
6