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
$1.29B
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$53.6M
2
+$3.44M
3
+$2.6M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.16M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.59M

Top Sells

1
+$4.05M
2
+$1.29M
3
+$1.21M
4
PEP icon
PepsiCo
PEP
+$1.14M
5
BND icon
Vanguard Total Bond Market
BND
+$1.04M

Sector Composition

1 Technology 2.44%
2 Healthcare 1.51%
3 Industrials 1.39%
4 Financials 1.35%
5 Consumer Staples 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$210M 16.3%
535,983
-3,286
2
$122M 9.42%
1,742,617
-14,947
3
$107M 8.27%
2,441,117
+36,282
4
$82.8M 6.41%
877,455
+3,705
5
$75.6M 5.85%
1,515,810
-3,195
6
$68.9M 5.34%
1,196,827
+929,806
7
$58M 4.5%
1,325,923
-3,581
8
$52.8M 4.09%
1,085,231
+44,473
9
$33.7M 2.61%
172,349
-3,159
10
$32.4M 2.51%
626,500
+50,282
11
$32.3M 2.51%
824,984
+26,911
12
$26M 2.02%
404,500
-360
13
$18.4M 1.43%
369,925
+14,725
14
$16.1M 1.25%
510,885
+15,689
15
$15.2M 1.18%
108,707
+8,421
16
$14.5M 1.12%
84,487
+3,253
17
$13.4M 1.03%
31,110
-484
18
$13M 1%
522,768
+48,669
19
$11.8M 0.92%
62,538
+333
20
$11.7M 0.91%
359,133
+23,492
21
$10.8M 0.84%
157,578
-1,885
22
$10.2M 0.79%
139,040
+3,545
23
$8.65M 0.67%
56,235
-1,425
24
$8.15M 0.63%
39,123
-529
25
$7.33M 0.57%
169,197
+22,100
1
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