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
201
$152K 0.02%
4,752
202
$151K 0.02%
3,874
+12
203
$147K 0.02%
+2,647
204
$146K 0.01%
13,041
-57
205
$145K 0.01%
700
206
$141K 0.01%
3,035
+6
207
$134K 0.01%
2,053
-38
208
$134K 0.01%
553
209
$133K 0.01%
1,877
210
$132K 0.01%
675
-17
211
$131K 0.01%
3,266
-764
212
$130K 0.01%
3,225
-190
213
$129K 0.01%
5,667
-6,921
214
$129K 0.01%
2,586
215
$128K 0.01%
897
+2
216
$128K 0.01%
3,503
+20
217
$124K 0.01%
2,477
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218
$124K 0.01%
1,378
-91
219
$123K 0.01%
1,568
220
$118K 0.01%
1,410
-13
221
$117K 0.01%
3,768
222
$116K 0.01%
3,159
223
$116K 0.01%
2,100
224
$115K 0.01%
1,795
+1
225
$114K 0.01%
714
6 7 8
9
10