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
$980M
AUM Growth
-$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$7.3M
2
+$6.68M
3
+$5.82M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$4.45M
5
BND icon
Vanguard Total Bond Market
BND
+$3.43M

Top Sells

1
+$8.06M
2
+$5.25M
3
+$2M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.98M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.5M

Sector Composition

1 Technology 2.2%
2 Healthcare 1.68%
3 Consumer Staples 1.62%
4 Financials 1.52%
5 Industrials 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$330K 0.03%
2,442
+1
152
$319K 0.03%
3,363
153
$318K 0.03%
3,543
-4
154
$316K 0.03%
2,352
-100
155
$308K 0.03%
13,920
+1,275
156
$293K 0.03%
2,464
-11
157
$288K 0.03%
2,696
158
$288K 0.03%
3,018
-27
159
$283K 0.03%
+6,444
160
$279K 0.03%
8,700
161
$275K 0.03%
8,914
+5
162
$271K 0.03%
880
-59
163
$266K 0.03%
3,208
164
$259K 0.03%
13,275
165
$257K 0.03%
6,900
+150
166
$255K 0.03%
1,762
-2
167
$243K 0.02%
514
+1
168
$243K 0.02%
2,938
169
$237K 0.02%
2,586
-4,522
170
$236K 0.02%
2,740
-30
171
$236K 0.02%
2,860
172
$233K 0.02%
3,432
-53
173
$227K 0.02%
5,854
+13
174
$226K 0.02%
3,303
175
$226K 0.02%
4,800
5 6
7
8 9