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
201
$176K 0.02%
1,704
-1,329
202
$170K 0.02%
675
-125
203
$170K 0.02%
4,500
204
$169K 0.02%
8,952
+1,488
205
$166K 0.01%
507
206
$161K 0.01%
1,469
+91
207
$159K 0.01%
1,466
208
$153K 0.01%
3,235
-370
209
$147K 0.01%
641
210
$146K 0.01%
1,400
211
$146K 0.01%
1,262
212
$146K 0.01%
555
213
$141K 0.01%
2,100
214
$137K 0.01%
+3,024
215
$135K 0.01%
1,880
216
$132K 0.01%
+1,370
217
$131K 0.01%
1,817
218
$131K 0.01%
+1,010
219
$131K 0.01%
2,000
220
$129K 0.01%
1,000
221
$127K 0.01%
1,454
+50
222
$124K 0.01%
629
223
$123K 0.01%
2,283
224
$121K 0.01%
2,242
225
$115K 0.01%
1,410
+155
6 7 8
9
10