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
$1.1B
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$18.9M
3
+$7.69M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.17M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$4.15M

Top Sells

1
+$19.6M
2
+$11.9M
3
+$873K
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$612K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$555K

Sector Composition

1 Technology 2.73%
2 Financials 1.66%
3 Industrials 1.64%
4 Healthcare 1.62%
5 Consumer Staples 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$215M 19.59%
518,889
+18,529
2
$109M 9.92%
1,371,819
-246,315
3
$104M 9.44%
2,160,204
+27,650
4
$87.7M 7.98%
812,899
+28,991
5
$81.6M 7.42%
1,520,910
+2,975
6
$54.7M 4.98%
1,092,557
-236,622
7
$32.3M 2.93%
699,583
+11,931
8
$24.6M 2.24%
354,393
+58,094
9
$21.2M 1.93%
272,206
+264,916
10
$20.3M 1.85%
97,401
+3,895
11
$18.9M 1.72%
+226,890
12
$16.4M 1.49%
461,257
+7,565
13
$14.6M 1.33%
32,209
-217
14
$14M 1.27%
79,937
+1,546
15
$13.2M 1.2%
107,870
+42,393
16
$11.6M 1.05%
151,302
+2,491
17
$11.4M 1.03%
53,484
+8,231
18
$10.1M 0.92%
42,658
+451
19
$9.09M 0.83%
58,370
-69
20
$7.71M 0.7%
140,537
+75,545
21
$6.49M 0.59%
116,906
+25,899
22
$5.81M 0.53%
11,399
-1,711
23
$5.63M 0.51%
19,592
-279
24
$5.46M 0.5%
50,939
-5,185
25
$5.41M 0.49%
81,467
-2,481
1
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