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
$653M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.34M
3
+$1.92M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.9M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.7M

Top Sells

1
+$451K
2
+$407K
3
+$321K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$309K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$134K

Sector Composition

1 Industrials 2.5%
2 Technology 2.04%
3 Healthcare 1.94%
4 Financials 1.81%
5 Energy 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$178K 0.03%
3,630
-210
127
$177K 0.03%
2,439
+179
128
$177K 0.03%
1,145
-115
129
$167K 0.03%
+1,500
130
$164K 0.03%
1,350
131
$161K 0.02%
1,032
132
$158K 0.02%
2,915
-480
133
$153K 0.02%
+934
134
$144K 0.02%
+1,642
135
$143K 0.02%
4,185
-485
136
$139K 0.02%
1,953
+6
137
$139K 0.02%
1,642
138
$137K 0.02%
+971
139
$134K 0.02%
+2,786
140
$130K 0.02%
+1,223
141
$130K 0.02%
+5,752
142
$129K 0.02%
3,218
+285
143
$113K 0.02%
1,081
-29
144
$112K 0.02%
1,355
145
$111K 0.02%
1,541
146
$111K 0.02%
1,055
+5
147
$110K 0.02%
5,760
148
$108K 0.02%
+1,487
149
$107K 0.02%
+800
150
$106K 0.02%
2,640
-401
3 4 5
6
7