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
$1.53B
AUM Growth
+$93.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$6.72M
3
+$2.9M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.83M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.65M

Top Sells

1
+$6.27M
2
+$1.83M
3
+$750K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$639K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$522K

Sector Composition

1 Technology 2.44%
2 Industrials 1.43%
3 Financials 1.43%
4 Healthcare 1.34%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$252M 16.46%
523,245
-13,049
2
$135M 8.85%
1,862,546
+92,477
3
$125M 8.15%
2,482,005
+45,487
4
$98M 6.41%
886,659
+5,999
5
$92.4M 6.05%
1,521,623
-2,287
6
$89.7M 5.87%
1,544,784
+128,648
7
$64.3M 4.21%
1,409,725
+58,014
8
$61.6M 4.03%
1,194,160
+54,766
9
$45M 2.95%
708,445
+45,649
10
$38.9M 2.55%
162,268
-7,635
11
$36.1M 2.36%
865,060
+33,137
12
$29.7M 1.94%
400,005
-10,106
13
$21.8M 1.43%
425,961
+40,791
14
$21.5M 1.41%
114,699
+1,042
15
$21M 1.37%
535,647
-2,800
16
$18M 1.18%
599,730
+52,386
17
$15.6M 1.02%
29,739
-1,215
18
$14.7M 0.96%
400,646
+17,182
19
$14.1M 0.92%
61,669
-1,692
20
$14M 0.92%
81,549
-2,285
21
$13.2M 0.86%
156,040
-1,672
22
$12.8M 0.84%
142,840
+1,617
23
$11.4M 0.75%
211,709
+16,116
24
$9.99M 0.65%
53,464
-805
25
$8.87M 0.58%
35,489
-2,088
1
2 3 4 5