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
$1.29B
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$53.6M
2
+$3.44M
3
+$2.6M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.16M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.59M

Top Sells

1
+$4.05M
2
+$1.29M
3
+$1.21M
4
PEP icon
PepsiCo
PEP
+$1.14M
5
BND icon
Vanguard Total Bond Market
BND
+$1.04M

Sector Composition

1 Technology 2.44%
2 Healthcare 1.51%
3 Industrials 1.39%
4 Financials 1.35%
5 Consumer Staples 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$303K 0.02%
8,700
177
$300K 0.02%
12,705
-1,005
178
$300K 0.02%
12,516
-2,620
179
$296K 0.02%
+3,560
180
$289K 0.02%
511
-8
181
$285K 0.02%
13,275
182
$283K 0.02%
968
183
$279K 0.02%
3,210
-21
184
$278K 0.02%
+2,545
185
$278K 0.02%
1,428
186
$276K 0.02%
2,295
-130
187
$273K 0.02%
5,854
188
$267K 0.02%
2,970
189
$265K 0.02%
+2,090
190
$261K 0.02%
+6,321
191
$260K 0.02%
17,334
+3,046
192
$259K 0.02%
965
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193
$256K 0.02%
8,150
194
$251K 0.02%
2,250
-7,621
195
$245K 0.02%
11,795
196
$242K 0.02%
+5,626
197
$242K 0.02%
8,938
-2
198
$241K 0.02%
+1,630
199
$239K 0.02%
2,391
-130
200
$235K 0.02%
6,370
6 7
8
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