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
$980M
AUM Growth
-$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$7.3M
2
+$6.68M
3
+$5.82M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$4.45M
5
BND icon
Vanguard Total Bond Market
BND
+$3.43M

Top Sells

1
+$8.06M
2
+$5.25M
3
+$2M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.98M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.5M

Sector Composition

1 Technology 2.2%
2 Healthcare 1.68%
3 Consumer Staples 1.62%
4 Financials 1.52%
5 Industrials 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$729K 0.07%
4,668
-12
102
$704K 0.07%
3,920
+513
103
$699K 0.07%
8,686
104
$669K 0.07%
4,144
+309
105
$669K 0.07%
3,151
106
$668K 0.07%
8,878
-453
107
$643K 0.07%
6,221
108
$637K 0.07%
33,700
-220
109
$622K 0.06%
14,224
-85
110
$590K 0.06%
8,844
+86
111
$549K 0.06%
15,749
-785
112
$541K 0.06%
17,059
-392
113
$531K 0.05%
6,382
+30
114
$524K 0.05%
3,387
-7
115
$524K 0.05%
13,090
-657
116
$520K 0.05%
2,252
+2
117
$517K 0.05%
7,055
-5
118
$507K 0.05%
7,576
119
$504K 0.05%
6,162
120
$484K 0.05%
6,007
-9
121
$481K 0.05%
34,041
122
$471K 0.05%
4,741
123
$466K 0.05%
1,640
124
$461K 0.05%
16,379
+3,012
125
$455K 0.05%
8,120
-1,255
3 4
5
6 7