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
$541M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$1.35M
3
+$972K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$449K
5
VLO icon
Valero Energy
VLO
+$322K

Top Sells

1
+$1.86M
2
+$1.19M
3
+$946K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$675K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$645K

Sector Composition

1 Industrials 2.78%
2 Technology 2.35%
3 Healthcare 2.29%
4 Energy 2.14%
5 Financials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$130K 0.02%
2,845
127
$124K 0.02%
1,963
-127
128
$124K 0.02%
2,933
129
$117K 0.02%
2,372
+11
130
$109K 0.02%
+1,350
131
$105K 0.02%
1,136
-150
132
$104K 0.02%
+2,284
133
$103K 0.02%
1,059
+5
134
$101K 0.02%
+1,973
135
– –
-2,100
136
– –
-4,775
137
– –
-1,711
2 3 4 5
6