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
$1.53B
AUM Growth
+$93.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$6.72M
3
+$2.9M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.83M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.65M

Top Sells

1
+$6.27M
2
+$1.83M
3
+$750K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$639K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$522K

Sector Composition

1 Technology 2.44%
2 Industrials 1.43%
3 Financials 1.43%
4 Healthcare 1.34%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$316K 0.02%
12,516
177
$315K 0.02%
2,601
-301
178
$315K 0.02%
566
179
$308K 0.02%
4,166
-1,319
180
$305K 0.02%
7,508
-1
181
$302K 0.02%
11,934
182
$301K 0.02%
2,549
-65
183
$300K 0.02%
2,745
-225
184
$293K 0.02%
3,118
-297
185
$292K 0.02%
1,595
-60
186
$289K 0.02%
1,582
-439
187
$286K 0.02%
546
188
$284K 0.02%
999
189
$283K 0.02%
3,996
190
$283K 0.02%
435
191
$282K 0.02%
8,620
192
$281K 0.02%
4,800
193
$276K 0.02%
1,531
+300
194
$272K 0.02%
10,110
-120
195
$271K 0.02%
3,690
+34
196
$269K 0.02%
6,258
197
$265K 0.02%
1,455
-90
198
$255K 0.02%
1,822
199
$252K 0.02%
1,491
200
$252K 0.02%
2,080
6 7
8
9 10