AIM

Acropolis Investment Management Portfolio holdings

AUM $2.22B
1-Year Est. Return 14.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.82B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$4.53M
3
+$3.96M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.67M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.37M

Top Sells

1
+$1.38M
2
+$1.05M
3
+$1.04M
4
TT icon
Trane Technologies
TT
+$653K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$602K

Sector Composition

1 Technology 2.53%
2 Financials 1.51%
3 Industrials 1.2%
4 Consumer Discretionary 1.07%
5 Consumer Staples 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$298K 0.02%
1,066
-31
202
$289K 0.02%
2,149
203
$286K 0.02%
2,303
-103
204
$284K 0.02%
2,690
+1
205
$276K 0.02%
1,944
+57
206
$268K 0.01%
9,118
207
$268K 0.01%
9,684
-2,250
208
$267K 0.01%
6,258
209
$265K 0.01%
3,624
-15
210
$257K 0.01%
3,153
+1,230
211
$257K 0.01%
2,468
+3
212
$255K 0.01%
1,401
213
$253K 0.01%
5,330
+345
214
$252K 0.01%
9,491
-968
215
$251K 0.01%
1,383
+3
216
$247K 0.01%
349
+3
217
$246K 0.01%
700
218
$243K 0.01%
7,481
+77
219
$242K 0.01%
933
+2
220
$242K 0.01%
+28,525
221
$241K 0.01%
1,334
-3
222
$237K 0.01%
1,986
-52
223
$232K 0.01%
1,675
224
$232K 0.01%
+1,267
225
$231K 0.01%
1,736
7 8
9
10 11