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
$1.29B
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$53.6M
2
+$3.44M
3
+$2.6M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.16M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.59M

Top Sells

1
+$4.05M
2
+$1.29M
3
+$1.21M
4
PEP icon
PepsiCo
PEP
+$1.14M
5
BND icon
Vanguard Total Bond Market
BND
+$1.04M

Sector Composition

1 Technology 2.44%
2 Healthcare 1.51%
3 Industrials 1.39%
4 Financials 1.35%
5 Consumer Staples 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$553K 0.04%
14,646
-10,807
127
$553K 0.04%
3,476
-311
128
$552K 0.04%
3,818
-3,038
129
$552K 0.04%
2,020
130
$549K 0.04%
17,688
+1,032
131
$539K 0.04%
14,210
132
$534K 0.04%
+173
133
$515K 0.04%
15,512
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134
$507K 0.04%
15,070
-106
135
$505K 0.04%
24,400
136
$494K 0.04%
14,881
-2,363
137
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5,060
-208
138
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+3,259
139
$467K 0.04%
4,410
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140
$461K 0.04%
4,294
+2,813
141
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3,006
142
$444K 0.03%
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143
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3,783
144
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4,750
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145
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5,740
146
$428K 0.03%
8,514
147
$421K 0.03%
12,740
-146
148
$413K 0.03%
9,110
+1,535
149
$406K 0.03%
7,100
150
$402K 0.03%
968
4 5
6
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