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
$980M
AUM Growth
-$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$7.3M
2
+$6.68M
3
+$5.82M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$4.45M
5
BND icon
Vanguard Total Bond Market
BND
+$3.43M

Top Sells

1
+$8.06M
2
+$5.25M
3
+$2M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.98M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.5M

Sector Composition

1 Technology 2.2%
2 Healthcare 1.68%
3 Consumer Staples 1.62%
4 Financials 1.52%
5 Industrials 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$176M 17.95%
535,934
+22,237
2
$106M 10.85%
1,490,170
+48,081
3
$85.5M 8.73%
2,352,600
+65,630
4
$74M 7.55%
848,918
+18,363
5
$67.1M 6.85%
1,530,585
+8,635
6
$52.1M 5.32%
1,155,819
+129,053
7
$32.6M 3.33%
401,347
-24,401
8
$28.1M 2.87%
171,776
+11,549
9
$27.1M 2.77%
742,850
+20,631
10
$22.7M 2.31%
430,675
+63,280
11
$19.3M 1.97%
392,176
+5,848
12
$13.4M 1.37%
499,702
+37,245
13
$12.1M 1.24%
33,789
-263
14
$11.1M 1.14%
65,207
+5,208
15
$10.9M 1.11%
78,945
-686
16
$9.39M 0.96%
162,263
+3,888
17
$8.73M 0.89%
76,426
-45,982
18
$8.24M 0.84%
110,131
-107,701
19
$8.16M 0.83%
43,415
-5,095
20
$7.89M 0.8%
61,372
+1,908
21
$6.68M 0.68%
+115,631
22
$5.61M 0.57%
130,494
+16,115
23
$5.55M 0.57%
10,980
-357
24
$4.77M 0.49%
46,532
+43,416
25
$4.62M 0.47%
95,677
-31,174
1
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