AIM

Acropolis Investment Management Portfolio holdings

AUM $2.22B
1-Year Est. Return 14.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.82B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$4.53M
3
+$3.96M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.67M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.37M

Top Sells

1
+$1.38M
2
+$1.05M
3
+$1.04M
4
TT icon
Trane Technologies
TT
+$653K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$602K

Sector Composition

1 Technology 2.53%
2 Financials 1.51%
3 Industrials 1.2%
4 Consumer Discretionary 1.07%
5 Consumer Staples 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$676K 0.04%
23,359
+251
127
$670K 0.04%
5,862
+183
128
$667K 0.04%
16,145
+763
129
$663K 0.04%
12,040
130
$655K 0.04%
5,410
131
$649K 0.04%
5,350
-471
132
$648K 0.04%
2,197
-9
133
$647K 0.04%
13,666
+170
134
$642K 0.04%
9,257
+21
135
$637K 0.04%
13,201
+6
136
$622K 0.03%
3,464
+4
137
$617K 0.03%
24,396
138
$616K 0.03%
1,908
+10
139
$602K 0.03%
11,495
-2,082
140
$600K 0.03%
3,232
-262
141
$596K 0.03%
2,799
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142
$592K 0.03%
18,148
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143
$586K 0.03%
23,990
144
$580K 0.03%
7,979
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145
$569K 0.03%
12,575
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146
$568K 0.03%
3,563
-377
147
$560K 0.03%
4,346
+8
148
$558K 0.03%
2,663
-48
149
$551K 0.03%
6,810
-190
150
$550K 0.03%
3,098
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4 5
6
7 8