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
$1.1B
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$18.9M
3
+$7.69M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.17M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$4.15M

Top Sells

1
+$19.6M
2
+$11.9M
3
+$873K
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$612K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$555K

Sector Composition

1 Technology 2.73%
2 Financials 1.66%
3 Industrials 1.64%
4 Healthcare 1.62%
5 Consumer Staples 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$505K 0.05%
8,140
+40
127
$487K 0.04%
4,116
128
$484K 0.04%
3,779
+2
129
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130
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9,147
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131
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132
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133
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134
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1,995
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135
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136
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8,909
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137
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900
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138
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139
$392K 0.04%
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140
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4,258
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141
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880
142
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143
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8,700
144
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145
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3,319
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146
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2,860
147
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-631
148
$330K 0.03%
2,853
-75
149
$326K 0.03%
+15,750
150
$320K 0.03%
2,888
4 5
6
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