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
$1.53B
AUM Growth
+$93.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$6.72M
3
+$2.9M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.83M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.65M

Top Sells

1
+$6.27M
2
+$1.83M
3
+$750K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$639K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$522K

Sector Composition

1 Technology 2.44%
2 Industrials 1.43%
3 Financials 1.43%
4 Healthcare 1.34%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$449K 0.03%
3,018
-255
152
$441K 0.03%
3,466
-62
153
$433K 0.03%
3,185
-25
154
$416K 0.03%
3,301
155
$407K 0.03%
14,997
156
$406K 0.03%
5,004
-155
157
$403K 0.03%
19,461
158
$402K 0.03%
2,606
-382
159
$397K 0.03%
4,342
-161
160
$388K 0.03%
13,987
+293
161
$386K 0.03%
968
162
$384K 0.03%
1,631
163
$378K 0.02%
2,545
164
$377K 0.02%
2,211
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165
$376K 0.02%
785
166
$374K 0.02%
2,023
-395
167
$373K 0.02%
6,321
168
$371K 0.02%
2,274
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169
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6,344
170
$362K 0.02%
8,700
171
$359K 0.02%
2,710
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172
$356K 0.02%
12,300
173
$350K 0.02%
6,058
-4,252
174
$348K 0.02%
2,845
-329
175
$327K 0.02%
5,348
-176
5 6
7
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