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
176
$226K 0.02%
886
+72
177
$226K 0.02%
1,899
+194
178
$224K 0.02%
10,784
+512
179
$222K 0.02%
2,637
180
$218K 0.02%
1,549
181
$216K 0.02%
1,056
+26
182
$215K 0.02%
+3,160
183
$208K 0.02%
1,448
+69
184
$207K 0.02%
4,333
185
$202K 0.02%
2,204
186
$200K 0.02%
525
+110
187
$198K 0.02%
1,722
188
$194K 0.02%
700
189
$193K 0.02%
2,571
-160
190
$191K 0.02%
3,461
191
$188K 0.02%
4,121
-5,625
192
$188K 0.02%
4,232
+1,060
193
$187K 0.02%
3,901
-900
194
$187K 0.02%
404
195
$183K 0.02%
508
+5
196
$183K 0.02%
3,842
+21
197
$181K 0.02%
3,019
+59
198
$179K 0.02%
563
-5
199
$178K 0.02%
2,039
+1
200
$178K 0.02%
+5,420
6 7
8
9 10