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
176
$225K 0.02%
2,970
177
$220K 0.02%
2,094
-3,330
178
$218K 0.02%
966
-16
179
$217K 0.02%
6,916
+1,982
180
$212K 0.02%
9,870
+3,225
181
$211K 0.02%
2,937
182
$207K 0.02%
2,350
-866
183
$205K 0.02%
893
-8
184
$191K 0.02%
2,410
185
$190K 0.02%
1,491
186
$177K 0.02%
945
187
$176K 0.02%
750
-72
188
$174K 0.02%
539
-3
189
$172K 0.02%
2,107
190
$167K 0.02%
344
-60
191
$165K 0.02%
968
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192
$165K 0.02%
1,610
-8
193
$164K 0.02%
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194
$163K 0.02%
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195
$162K 0.02%
4,310
-23
196
$159K 0.02%
880
-150
197
$159K 0.02%
4,481
+3
198
$157K 0.02%
1,294
-10
199
$154K 0.02%
4,121
200
$154K 0.02%
+553
6 7
8
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