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
$1.11B
AUM Growth
+$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.84M
3
+$2.56M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.1M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.02M

Top Sells

1
+$877K
2
+$797K
3
+$703K
4
ROK icon
Rockwell Automation
ROK
+$647K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$392K

Sector Composition

1 Technology 2.85%
2 Industrials 1.67%
3 Healthcare 1.64%
4 Consumer Staples 1.52%
5 Financials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$218M 19.6%
500,360
+3,494
2
$137M 12.32%
1,618,134
+45,269
3
$109M 9.78%
2,132,554
+91,070
4
$89.8M 8.06%
783,908
+22,323
5
$85.9M 7.72%
1,517,935
+9,870
6
$70.2M 6.31%
1,329,179
+31,090
7
$34M 3.05%
687,652
+26,108
8
$22.1M 1.99%
296,299
+10,399
9
$20.7M 1.86%
93,506
-3,970
10
$17.3M 1.55%
453,692
+17,443
11
$15.5M 1.39%
32,426
-142
12
$13.9M 1.25%
78,391
-1,268
13
$12.5M 1.12%
148,811
-3,634
14
$10.7M 0.96%
42,207
-782
15
$10.2M 0.92%
45,253
-111
16
$9.15M 0.82%
58,439
-561
17
$8.43M 0.76%
65,477
+15,668
18
$6.58M 0.59%
13,110
-38
19
$6.4M 0.58%
56,124
-1,991
20
$6.38M 0.57%
19,871
+6,531
21
$6.14M 0.55%
83,948
-3,393
22
$5.64M 0.51%
67,912
-4,720
23
$5.45M 0.49%
91,007
+4,022
24
$5.01M 0.45%
14,896
-96
25
$4.93M 0.44%
62,615
-3,051
1
2 3 4 5