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
201
$248K 0.02%
2,871
-193
202
$247K 0.02%
2,411
-532
203
$246K 0.02%
197
204
$244K 0.02%
779
205
$243K 0.02%
2,372
206
$241K 0.02%
6,403
-1,866
207
$239K 0.02%
572
208
$235K 0.02%
10,815
+1,395
209
$231K 0.02%
1,333
-165
210
$229K 0.02%
3,910
-102
211
$227K 0.01%
12,898
-4,508
212
$224K 0.01%
700
213
$224K 0.01%
4,195
+3
214
$216K 0.01%
2,265
-600
215
$216K 0.01%
7,412
+9
216
$211K 0.01%
1,658
+52
217
$210K 0.01%
2,677
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218
$210K 0.01%
700
219
$208K 0.01%
4,410
+215
220
$205K 0.01%
3,528
-390
221
$203K 0.01%
2,170
222
$200K 0.01%
1,085
+178
223
$199K 0.01%
8,124
224
$186K 0.01%
585
225
$185K 0.01%
690
-100
7 8
9
10 11