AIM

Acropolis Investment Management Portfolio holdings

AUM $2.26B
1-Year Est. Return 14.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$575M
AUM Growth
-$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$7.14M
3
+$6.69M
4
BND icon
Vanguard Total Bond Market
BND
+$4.06M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.06M

Top Sells

1
+$4.04M
2
+$3.22M
3
+$2.51M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.48M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.6M

Sector Composition

1 Industrials 1.83%
2 Technology 1.82%
3 Healthcare 1.69%
4 Financials 1.36%
5 Consumer Staples 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-934
152
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-1,333
153
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-11,320
154
– –
-995
155
– –
-2,044
156
– –
-2,842
157
– –
-3,550
158
– –
-658
3 4 5 6
7