AIM

Acropolis Investment Management Portfolio holdings

AUM $2.22B
1-Year Est. Return 14.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.82B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$4.53M
3
+$3.96M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.67M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.37M

Top Sells

1
+$1.38M
2
+$1.05M
3
+$1.04M
4
TT icon
Trane Technologies
TT
+$653K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$602K

Sector Composition

1 Technology 2.53%
2 Financials 1.51%
3 Industrials 1.2%
4 Consumer Discretionary 1.07%
5 Consumer Staples 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$969K 0.05%
7,341
-602
102
$966K 0.05%
11,663
+1,672
103
$966K 0.05%
27,068
-4,977
104
$931K 0.05%
8,018
-115
105
$918K 0.05%
7,258
106
$904K 0.05%
3,532
+8
107
$901K 0.05%
2,317
-51
108
$893K 0.05%
5,865
-16
109
$885K 0.05%
3,210
+149
110
$863K 0.05%
2,222
+7
111
$861K 0.05%
2,629
-1
112
$848K 0.05%
9,031
-97
113
$816K 0.04%
9,166
114
$799K 0.04%
138
-4
115
$796K 0.04%
2,728
116
$769K 0.04%
18,997
-1,550
117
$766K 0.04%
3,380
+185
118
$762K 0.04%
2,293
-49
119
$759K 0.04%
2,599
-333
120
$754K 0.04%
5,162
+16
121
$743K 0.04%
5,572
-47
122
$729K 0.04%
1,667
-1,656
123
$728K 0.04%
4,315
-83
124
$720K 0.04%
4,337
-37
125
$694K 0.04%
2,177
+26
3 4
5
6 7