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
$653M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.34M
3
+$1.92M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.9M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.7M

Top Sells

1
+$451K
2
+$407K
3
+$321K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$309K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$134K

Sector Composition

1 Industrials 2.5%
2 Technology 2.04%
3 Healthcare 1.94%
4 Financials 1.81%
5 Energy 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$98.2M 15.05%
2,586,735
+44,855
2
$81.6M 12.51%
1,819,900
+42,737
3
$79.8M 12.22%
325,167
+7,729
4
$74.2M 11.37%
910,021
+28,714
5
$40.5M 6.21%
772,973
+60,160
6
$37M 5.67%
481,993
+7,045
7
$28.1M 4.3%
611,809
+11,569
8
$26.7M 4.08%
321,213
+13,678
9
$14.6M 2.23%
54,145
-1,195
10
$11.1M 1.71%
101,926
-1,224
11
$9.89M 1.52%
181,110
-8,256
12
$7.59M 1.16%
66,446
-414
13
$7.12M 1.09%
101,320
-489
14
$6.1M 0.93%
159,624
+336
15
$6.03M 0.92%
56,525
-640
16
$4.48M 0.69%
86,076
+416
17
$3.78M 0.58%
17,145
-290
18
$3.59M 0.55%
77,870
-1,407
19
$3.41M 0.52%
24,383
-11
20
$3.23M 0.5%
37,818
+3,483
21
$3.07M 0.47%
24,724
+660
22
$2.99M 0.46%
90,798
+2,115
23
$2.94M 0.45%
44,544
-545
24
$2.9M 0.44%
68,572
+2,216
25
$2.68M 0.41%
21,381
+884
1
2 3 4 5