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
$1.1B
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$18.9M
3
+$7.69M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.17M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$4.15M

Top Sells

1
+$19.6M
2
+$11.9M
3
+$873K
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$612K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$555K

Sector Composition

1 Technology 2.73%
2 Financials 1.66%
3 Industrials 1.64%
4 Healthcare 1.62%
5 Consumer Staples 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$315K 0.03%
+11,200
152
$315K 0.03%
6,750
153
$314K 0.03%
11,928
154
$309K 0.03%
3,190
155
$305K 0.03%
3,018
+1,314
156
$293K 0.03%
4,800
157
$290K 0.03%
504
+4
158
$286K 0.03%
5,828
+7
159
$285K 0.03%
945
-84
160
$284K 0.03%
2,185
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161
$284K 0.03%
2,796
+225
162
$266K 0.02%
1,745
-1,703
163
$258K 0.02%
7,037
+90
164
$252K 0.02%
2,991
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165
$252K 0.02%
1,859
+48
166
$251K 0.02%
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+1
167
$247K 0.02%
9,750
168
$246K 0.02%
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169
$244K 0.02%
2,410
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170
$235K 0.02%
1,491
171
$234K 0.02%
966
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172
$229K 0.02%
750
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173
$228K 0.02%
2,107
-550
174
$225K 0.02%
866
-53
175
$221K 0.02%
1,055
5 6
7
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