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
$1.53B
AUM Growth
+$93.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$6.72M
3
+$2.9M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.83M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.65M

Top Sells

1
+$6.27M
2
+$1.83M
3
+$750K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$639K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$522K

Sector Composition

1 Technology 2.44%
2 Industrials 1.43%
3 Financials 1.43%
4 Healthcare 1.34%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$927K 0.06%
10,448
-140
102
$886K 0.06%
11,464
103
$877K 0.06%
2,977
-583
104
$869K 0.06%
3,410
-60
105
$863K 0.06%
10,800
+337
106
$849K 0.06%
8,421
-650
107
$839K 0.05%
9,083
-138
108
$833K 0.05%
14,235
109
$807K 0.05%
5,209
+1,137
110
$800K 0.05%
3,968
-90
111
$784K 0.05%
14,844
+2,998
112
$775K 0.05%
2,744
113
$774K 0.05%
2,112
-1
114
$761K 0.05%
2,611
-400
115
$743K 0.05%
5,000
+326
116
$729K 0.05%
4,495
-784
117
$727K 0.05%
4,419
118
$711K 0.05%
18,741
-2,405
119
$706K 0.05%
5,322
+734
120
$705K 0.05%
962
+51
121
$688K 0.05%
11,115
122
$687K 0.05%
11,594
-431
123
$686K 0.04%
3,556
-376
124
$680K 0.04%
3,333
+19
125
$674K 0.04%
4,319
+733
3 4
5
6 7