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
201
$163K 0.01%
4,500
202
$159K 0.01%
8,949
-3
203
$157K 0.01%
553
-10
204
$155K 0.01%
2,242
205
$154K 0.01%
2,064
+184
206
$151K 0.01%
4,121
207
$151K 0.01%
+527
208
$150K 0.01%
1,469
209
$149K 0.01%
3,474
+450
210
$143K 0.01%
1,856
-183
211
$138K 0.01%
641
212
$136K 0.01%
2,000
213
$134K 0.01%
359
-52
214
$133K 0.01%
525
215
$133K 0.01%
1,262
216
$133K 0.01%
1,330
-487
217
$132K 0.01%
507
218
$128K 0.01%
1,370
219
$127K 0.01%
1,400
220
$125K 0.01%
1,514
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221
$124K 0.01%
+2,465
222
$122K 0.01%
3,211
-10,230
223
$122K 0.01%
+2,293
224
$118K 0.01%
+873
225
$118K 0.01%
2,283
6 7 8
9
10