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
$485M
AUM Growth
-$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.34M
3
+$1.26M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.24M
5
TJX icon
TJX Companies
TJX
+$1.11M

Top Sells

1
+$1.8M
2
+$1.57M
3
+$839K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$718K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$684K

Sector Composition

1 Industrials 2.57%
2 Healthcare 2.38%
3 Technology 2.05%
4 Consumer Staples 2.04%
5 Financials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$64.2M 13.24%
2,349,450
+45,450
2
$55.4M 11.42%
676,114
-5,655
3
$49.2M 10.14%
1,379,199
+25,588
4
$32.2M 6.63%
183,030
+9,568
5
$25.3M 5.21%
474,290
+9,404
6
$24.2M 4.99%
218,652
-1,553
7
$19.4M 3.99%
256,394
+7,840
8
$18.4M 3.79%
167,654
+6,217
9
$15.4M 3.18%
140,574
-14,360
10
$14.9M 3.07%
449,610
-54,479
11
$14.6M 3.01%
277,988
-13,658
12
$13.9M 2.88%
256,886
-12,592
13
$13.2M 2.72%
68,346
-2,015
14
$9.47M 1.95%
165,271
+21,943
15
$6.32M 1.3%
75,244
-878
16
$4.66M 0.96%
173,012
-656
17
$4.14M 0.85%
106,580
+11,760
18
$3.26M 0.67%
108,178
+4,982
19
$3.14M 0.65%
33,675
+1,592
20
$2.75M 0.57%
23,725
+675
21
$2.56M 0.53%
118,347
-342
22
$2.49M 0.51%
26,678
23
$2.39M 0.49%
46,554
+213
24
$2.31M 0.48%
23,205
+6,395
25
$2.31M 0.48%
29,262
-7,216
1
2 3 4 5