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
$541M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$1.35M
3
+$972K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$449K
5
VLO icon
Valero Energy
VLO
+$322K

Top Sells

1
+$1.86M
2
+$1.19M
3
+$946K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$675K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$645K

Sector Composition

1 Industrials 2.78%
2 Technology 2.35%
3 Healthcare 2.29%
4 Energy 2.14%
5 Financials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$79.2M 14.66%
2,560,590
+3,915
2
$65.9M 12.18%
782,659
+16,098
3
$63.1M 11.67%
1,686,703
+25,979
4
$43.6M 8.06%
219,257
+2,262
5
$30.7M 5.67%
493,778
-15,246
6
$27.7M 5.12%
512,799
+78,324
7
$23.3M 4.31%
268,426
+1,793
8
$21.4M 3.97%
569,617
-1,999
9
$13.4M 2.48%
61,725
-1,056
10
$12.9M 2.38%
114,339
-3,543
11
$11.3M 2.09%
202,840
-11,578
12
$10.1M 1.86%
91,347
-16,864
13
$7.57M 1.4%
128,085
-9,063
14
$6.6M 1.22%
69,492
-1,713
15
$4.84M 0.9%
159,092
-4,200
16
$4.11M 0.76%
108,738
-2,047
17
$3.94M 0.73%
90,500
-2,360
18
$3.74M 0.69%
31,674
-936
19
$3.23M 0.6%
23,033
-1,012
20
$3.04M 0.56%
26,510
-285
21
$2.79M 0.52%
116,112
-1,590
22
$2.71M 0.5%
26,284
-1,226
23
$2.69M 0.5%
50,884
-12,766
24
$2.67M 0.49%
25,258
-162
25
$2.38M 0.44%
63,740
+920
1
2 3 4 5