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
$1.11B
AUM Growth
+$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.84M
3
+$2.56M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.1M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.02M

Top Sells

1
+$877K
2
+$797K
3
+$703K
4
ROK icon
Rockwell Automation
ROK
+$647K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$392K

Sector Composition

1 Technology 2.85%
2 Industrials 1.67%
3 Healthcare 1.64%
4 Consumer Staples 1.52%
5 Financials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$488K 0.04%
3,777
+2
127
$486K 0.04%
6,193
-215
128
$480K 0.04%
8,100
+874
129
$476K 0.04%
10,113
-1
130
$475K 0.04%
1,773
-345
131
$474K 0.04%
12,137
+2
132
$467K 0.04%
3,448
+1,643
133
$465K 0.04%
2,710
+296
134
$462K 0.04%
8,367
+6,106
135
$428K 0.04%
4,968
-3
136
$407K 0.04%
3,530
-205
137
$405K 0.04%
9,455
+546
138
$403K 0.04%
880
139
$402K 0.04%
1,944
140
$398K 0.04%
3,311
+50
141
$397K 0.04%
+1,547
142
$395K 0.04%
15,428
143
$376K 0.03%
970
144
$371K 0.03%
2,860
145
$370K 0.03%
1,029
146
$365K 0.03%
8,700
147
$355K 0.03%
5,544
-335
148
$339K 0.03%
3,208
-69
149
$339K 0.03%
3,190
-200
150
$327K 0.03%
2,419
+95
4 5
6
7 8