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
$1.29B
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$53.6M
2
+$3.44M
3
+$2.6M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.16M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.59M

Top Sells

1
+$4.05M
2
+$1.29M
3
+$1.21M
4
PEP icon
PepsiCo
PEP
+$1.14M
5
BND icon
Vanguard Total Bond Market
BND
+$1.04M

Sector Composition

1 Technology 2.44%
2 Healthcare 1.51%
3 Industrials 1.39%
4 Financials 1.35%
5 Consumer Staples 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$809K 0.06%
5,548
+27
102
$801K 0.06%
18,162
+1,774
103
$800K 0.06%
7,294
104
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6,417
-3,232
105
$769K 0.06%
6,953
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106
$759K 0.06%
15,124
-5,181
107
$751K 0.06%
3,917
+19
108
$740K 0.06%
3,009
+266
109
$713K 0.06%
10,321
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110
$702K 0.05%
9,302
+608
111
$701K 0.05%
4,499
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112
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3,488
113
$664K 0.05%
24,242
-587
114
$662K 0.05%
6,854
-103
115
$659K 0.05%
2,997
+2,072
116
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16,005
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117
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2,941
118
$647K 0.05%
7,946
119
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12,175
+3,383
120
$623K 0.05%
4,118
-125
121
$605K 0.05%
2,297
-116
122
$600K 0.05%
11,115
-700
123
$599K 0.05%
11,146
-44
124
$569K 0.04%
1,897
+51
125
$560K 0.04%
8,144
-148
3 4
5
6 7