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
$1.1B
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$18.9M
3
+$7.69M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.17M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$4.15M

Top Sells

1
+$19.6M
2
+$11.9M
3
+$873K
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$612K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$555K

Sector Composition

1 Technology 2.73%
2 Financials 1.66%
3 Industrials 1.64%
4 Healthcare 1.62%
5 Consumer Staples 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$786K 0.07%
14,092
+2,254
102
$786K 0.07%
13,734
+1,484
103
$760K 0.07%
3,151
104
$760K 0.07%
6,073
+3
105
$752K 0.07%
16,654
-81
106
$752K 0.07%
7,667
-594
107
$747K 0.07%
3,481
+926
108
$729K 0.07%
3,808
109
$729K 0.07%
3,275
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110
$712K 0.06%
13,749
+725
111
$686K 0.06%
9,043
+199
112
$681K 0.06%
3,710
-105
113
$656K 0.06%
7,576
114
$633K 0.06%
4,701
-298
115
$600K 0.05%
7,102
116
$590K 0.05%
6,304
117
$586K 0.05%
4,466
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118
$573K 0.05%
3,954
-355
119
$569K 0.05%
3,041
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120
$563K 0.05%
6,007
+143
121
$553K 0.05%
2,205
+658
122
$546K 0.05%
2,209
+436
123
$544K 0.05%
10,233
124
$518K 0.05%
5,229
+261
125
$512K 0.05%
13,361
+1,224
3 4
5
6 7