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
201
$233K 0.02%
4,800
202
$231K 0.02%
3,644
+27
203
$222K 0.02%
+3,228
204
$222K 0.02%
435
+31
205
$219K 0.02%
563
+26
206
$217K 0.02%
7,177
207
$216K 0.02%
+3,994
208
$214K 0.02%
2,074
209
$214K 0.02%
3,876
-175
210
$211K 0.02%
1,491
211
$207K 0.02%
3,992
+369
212
$205K 0.02%
1,629
-16
213
$199K 0.02%
+572
214
$198K 0.02%
2,864
-2
215
$192K 0.01%
1,605
-23
216
$191K 0.01%
+626
217
$191K 0.01%
2,372
218
$188K 0.01%
4,288
+4
219
$182K 0.01%
790
220
$180K 0.01%
+2,099
221
$178K 0.01%
2,614
222
$177K 0.01%
3,874
223
$172K 0.01%
700
224
$171K 0.01%
+197
225
$167K 0.01%
344
-2
7 8
9
10 11