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
$653M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.34M
3
+$1.92M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.9M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.7M

Top Sells

1
+$451K
2
+$407K
3
+$321K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$309K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$134K

Sector Composition

1 Industrials 2.5%
2 Technology 2.04%
3 Healthcare 1.94%
4 Financials 1.81%
5 Energy 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$351K 0.05%
12,799
-14,825
102
$344K 0.05%
7,620
103
$343K 0.05%
1,116
-53
104
$327K 0.05%
9,520
+2,545
105
$313K 0.05%
3,875
106
$310K 0.05%
3,230
107
$284K 0.04%
3,800
+986
108
$277K 0.04%
5,868
-165
109
$266K 0.04%
5,018
+1,496
110
$257K 0.04%
3,394
111
$255K 0.04%
2,994
+8
112
$255K 0.04%
4,475
-50
113
$248K 0.04%
+5,276
114
$248K 0.04%
5,183
+1,216
115
$242K 0.04%
2,890
+716
116
$234K 0.04%
1,909
+9
117
$233K 0.04%
1,696
+121
118
$232K 0.04%
4,243
+1,891
119
$210K 0.03%
3,679
-166
120
$200K 0.03%
3,392
+974
121
$198K 0.03%
+3,570
122
$187K 0.03%
2,615
+255
123
$180K 0.03%
1,878
+307
124
$179K 0.03%
1,855
+211
125
$178K 0.03%
1,066
3 4
5
6 7