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
$541M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$1.35M
3
+$972K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$449K
5
VLO icon
Valero Energy
VLO
+$322K

Top Sells

1
+$1.86M
2
+$1.19M
3
+$946K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$675K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$645K

Sector Composition

1 Industrials 2.78%
2 Technology 2.35%
3 Healthcare 2.29%
4 Energy 2.14%
5 Financials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$322K 0.06%
+6,075
102
$322K 0.06%
2,268
103
$318K 0.06%
3,950
-380
104
$309K 0.06%
8,439
105
$307K 0.06%
7,760
-600
106
$297K 0.05%
1,390
107
$274K 0.05%
1,269
108
$270K 0.05%
2,047
109
$269K 0.05%
+11,610
110
$265K 0.05%
6,170
-39
111
$256K 0.05%
5,511
-1,609
112
$241K 0.04%
7,491
113
$238K 0.04%
7,620
114
$232K 0.04%
3,380
115
$217K 0.04%
3,714
-240
116
$208K 0.04%
1,870
-280
117
$208K 0.04%
3,397
118
$200K 0.04%
4,730
-3,055
119
$183K 0.03%
3,522
-38
120
$180K 0.03%
2,237
-295
121
$152K 0.03%
2,815
+495
122
$147K 0.03%
1,226
123
$143K 0.03%
3,560
-120
124
$137K 0.03%
1,943
-115
125
$135K 0.03%
1,335
2 3 4
5
6