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
$1.53B
AUM Growth
+$93.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$6.72M
3
+$2.9M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.83M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.65M

Top Sells

1
+$6.27M
2
+$1.83M
3
+$750K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$639K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$522K

Sector Composition

1 Technology 2.44%
2 Industrials 1.43%
3 Financials 1.43%
4 Healthcare 1.34%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$674K 0.04%
2,389
+2
127
$645K 0.04%
2,583
-87
128
$643K 0.04%
1,325
+13
129
$634K 0.04%
17,688
130
$628K 0.04%
15,590
-90
131
$626K 0.04%
4,701
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132
$622K 0.04%
8,142
133
$601K 0.04%
24,396
134
$600K 0.04%
5,291
-1,439
135
$588K 0.04%
2,853
+26
136
$581K 0.04%
3,334
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137
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14,116
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138
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11,615
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139
$573K 0.04%
2,517
-327
140
$570K 0.04%
12,757
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141
$563K 0.04%
13,372
-2,145
142
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713
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143
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4,318
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144
$549K 0.04%
5,740
145
$524K 0.03%
8,514
146
$496K 0.03%
4,367
-112
147
$495K 0.03%
5,075
-324
148
$494K 0.03%
2,809
-153
149
$492K 0.03%
3,747
-311
150
$453K 0.03%
2,375
-159
4 5
6
7 8