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
$1.11B
AUM Growth
+$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.84M
3
+$2.56M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.1M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.02M

Top Sells

1
+$877K
2
+$797K
3
+$703K
4
ROK icon
Rockwell Automation
ROK
+$647K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$392K

Sector Composition

1 Technology 2.85%
2 Industrials 1.67%
3 Healthcare 1.64%
4 Consumer Staples 1.52%
5 Financials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$768K 0.07%
8,261
+1
102
$767K 0.07%
3,808
+277
103
$750K 0.07%
11,838
-96
104
$728K 0.07%
11,672
+50
105
$719K 0.06%
3,815
-715
106
$704K 0.06%
7,576
-290
107
$696K 0.06%
4,796
-112
108
$682K 0.06%
8,844
-211
109
$657K 0.06%
3,151
-740
110
$630K 0.06%
5,389
-401
111
$616K 0.06%
7,102
112
$612K 0.06%
+7,700
113
$597K 0.05%
2,530
+934
114
$589K 0.05%
7,290
115
$585K 0.05%
6,304
116
$581K 0.05%
3,551
-170
117
$579K 0.05%
4,116
+84
118
$575K 0.05%
10,233
+154
119
$559K 0.05%
4,309
-1,835
120
$552K 0.05%
2,928
+62
121
$550K 0.05%
4,732
-28
122
$548K 0.05%
+2,555
123
$542K 0.05%
13,441
+10,561
124
$522K 0.05%
5,864
125
$500K 0.04%
10,410
3 4
5
6 7