AIM

Acropolis Investment Management Portfolio holdings

AUM $2.22B
1-Year Est. Return 14.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.82B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$4.53M
3
+$3.96M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.67M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.37M

Top Sells

1
+$1.38M
2
+$1.05M
3
+$1.04M
4
TT icon
Trane Technologies
TT
+$653K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$602K

Sector Composition

1 Technology 2.53%
2 Financials 1.51%
3 Industrials 1.2%
4 Consumer Discretionary 1.07%
5 Consumer Staples 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$544K 0.03%
5,518
-1,228
152
$533K 0.03%
980
-6
153
$502K 0.03%
4,201
-2,185
154
$500K 0.03%
3,392
+103
155
$500K 0.03%
8,845
-1,165
156
$498K 0.03%
16,512
-262
157
$496K 0.03%
2,509
+8
158
$493K 0.03%
2,763
-337
159
$479K 0.03%
3,580
+310
160
$471K 0.03%
4,664
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161
$460K 0.03%
1,189
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162
$454K 0.02%
3,336
+115
163
$445K 0.02%
6,294
-63
164
$443K 0.02%
3,596
+27
165
$438K 0.02%
660
166
$427K 0.02%
9,650
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167
$426K 0.02%
4,650
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168
$422K 0.02%
14,400
+1,250
169
$421K 0.02%
14,997
170
$410K 0.02%
3,022
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171
$410K 0.02%
4,267
-113
172
$405K 0.02%
1,423
+8
173
$404K 0.02%
1,850
+47
174
$389K 0.02%
1,875
+52
175
$385K 0.02%
2,823
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5 6
7
8 9