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
176
$214K 0.02%
1,565
+16
177
$213K 0.02%
4,333
178
$212K 0.02%
12,547
+1,763
179
$211K 0.02%
4,603
+155
180
$210K 0.02%
1,877
181
$207K 0.02%
1,899
182
$205K 0.02%
4,752
-785
183
$198K 0.02%
3,160
184
$184K 0.02%
700
185
$184K 0.02%
675
186
$182K 0.02%
508
187
$182K 0.02%
3,753
-148
188
$181K 0.02%
3,461
189
$179K 0.02%
1,410
+400
190
$179K 0.02%
3,848
+6
191
$176K 0.02%
404
192
$175K 0.02%
784
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193
$174K 0.02%
1,594
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194
$173K 0.02%
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195
$172K 0.02%
1,876
-328
196
$170K 0.02%
918
-138
197
$169K 0.02%
3,022
+3
198
$169K 0.02%
3,235
199
$169K 0.02%
2,100
200
$168K 0.02%
5,020
-400
6 7
8
9 10