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
$485M
AUM Growth
-$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.34M
3
+$1.26M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.24M
5
TJX icon
TJX Companies
TJX
+$1.11M

Top Sells

1
+$1.8M
2
+$1.57M
3
+$839K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$718K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$684K

Sector Composition

1 Industrials 2.57%
2 Healthcare 2.38%
3 Technology 2.05%
4 Consumer Staples 2.04%
5 Financials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$124K 0.03%
3,120
-2,340
127
$124K 0.03%
2,775
-1,783
128
$122K 0.03%
2,933
+631
129
$113K 0.02%
+1,110
130
– –
-1,571
131
– –
-2,133
132
– –
-3,042
133
– –
-1,215
134
– –
-2,285
135
– –
-1,000
136
– –
-2,933
2 3 4 5
6