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
$1.11B
AUM Growth
+$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.84M
3
+$2.56M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.1M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.02M

Top Sells

1
+$877K
2
+$797K
3
+$703K
4
ROK icon
Rockwell Automation
ROK
+$647K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$392K

Sector Composition

1 Technology 2.85%
2 Industrials 1.67%
3 Healthcare 1.64%
4 Consumer Staples 1.52%
5 Financials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$322K 0.03%
6,750
152
$321K 0.03%
11,928
-51
153
$316K 0.03%
4,800
154
$309K 0.03%
2,657
155
$301K 0.03%
5,821
+14
156
$292K 0.03%
1,811
+27
157
$288K 0.03%
2,158
-459
158
$284K 0.03%
500
159
$282K 0.03%
4,600
+97
160
$279K 0.03%
3,850
-170
161
$276K 0.02%
+6,947
162
$270K 0.02%
2,888
163
$268K 0.02%
919
164
$266K 0.02%
782
-65
165
$261K 0.02%
9,750
166
$260K 0.02%
1,055
-3
167
$248K 0.02%
411
168
$243K 0.02%
1,491
169
$241K 0.02%
5,537
170
$241K 0.02%
4,448
-9
171
$240K 0.02%
1,066
+15
172
$238K 0.02%
2,205
+78
173
$237K 0.02%
3,461
+410
174
$230K 0.02%
1,670
175
$227K 0.02%
1,877
-453
5 6
7
8 9