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
$575M
AUM Growth
-$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$7.14M
3
+$6.69M
4
BND icon
Vanguard Total Bond Market
BND
+$4.06M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.06M

Top Sells

1
+$4.04M
2
+$3.22M
3
+$2.51M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.48M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.6M

Sector Composition

1 Industrials 1.83%
2 Technology 1.82%
3 Healthcare 1.69%
4 Financials 1.36%
5 Consumer Staples 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$138K 0.02%
1,700
-545
127
$137K 0.02%
907
-55
128
$134K 0.02%
+2,057
129
$126K 0.02%
1,455
130
$121K 0.02%
7,845
-9,780
131
$113K 0.02%
+4,808
132
$111K 0.02%
800
133
$110K 0.02%
871
134
$110K 0.02%
600
135
$106K 0.02%
+1,263
136
$101K 0.02%
1,487
137
$101K 0.02%
+2,332
138
$100K 0.02%
+527
139
– –
-1,510
140
– –
-3,550
141
– –
-396
142
– –
-658
143
– –
-1,540
144
– –
-4,338
145
– –
-1,610
146
– –
-1,152
147
– –
-2,437
148
– –
-934
149
– –
-1,333
150
– –
-11,320
3 4 5
6
7