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
$980M
AUM Growth
-$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$7.3M
2
+$6.68M
3
+$5.82M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$4.45M
5
BND icon
Vanguard Total Bond Market
BND
+$3.43M

Top Sells

1
+$8.06M
2
+$5.25M
3
+$2M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.98M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.5M

Sector Composition

1 Technology 2.2%
2 Healthcare 1.68%
3 Consumer Staples 1.62%
4 Financials 1.52%
5 Industrials 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$448K 0.05%
2,440
+180
127
$448K 0.05%
12,169
-281
128
$445K 0.05%
10,113
129
$442K 0.05%
6,250
-125
130
$442K 0.05%
7,866
131
$433K 0.04%
9,950
-484
132
$432K 0.04%
3,568
-3
133
$428K 0.04%
13,946
134
$422K 0.04%
3,783
+2
135
$414K 0.04%
+7,100
136
$412K 0.04%
3,051
-3
137
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13,368
+8
138
$405K 0.04%
6,002
-1,100
139
$402K 0.04%
4,357
-110
140
$401K 0.04%
9,955
-20
141
$391K 0.04%
4,642
142
$387K 0.04%
19,170
143
$381K 0.04%
3,936
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144
$369K 0.04%
785
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145
$363K 0.04%
4,493
-4
146
$357K 0.04%
16,570
-5,050
147
$351K 0.04%
7,555
-257
148
$340K 0.03%
4,087
-220
149
$337K 0.03%
2,056
-6
150
$336K 0.03%
+164,842
4 5
6
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