AIM

Acropolis Investment Management Portfolio holdings

AUM $2.22B
1-Year Est. Return 14.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.82B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$4.53M
3
+$3.96M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.67M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.37M

Top Sells

1
+$1.38M
2
+$1.05M
3
+$1.04M
4
TT icon
Trane Technologies
TT
+$653K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$602K

Sector Composition

1 Technology 2.53%
2 Financials 1.51%
3 Industrials 1.2%
4 Consumer Discretionary 1.07%
5 Consumer Staples 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$305M 16.75%
536,809
-163
2
$158M 8.7%
2,150,144
+54,410
3
$148M 8.15%
2,603,492
-25,788
4
$110M 6.07%
1,878,946
+106,707
5
$101M 5.54%
922,025
+3,350
6
$100M 5.51%
1,881,074
+70,294
7
$97.6M 5.36%
1,574,000
-17,955
8
$76.9M 4.22%
1,658,973
+31,666
9
$59.2M 3.25%
870,884
+33,534
10
$47.4M 2.6%
166,188
+17,182
11
$46.6M 2.56%
941,557
+12,092
12
$35.9M 1.97%
430,338
+6,213
13
$31M 1.7%
128,846
+2,183
14
$27.5M 1.51%
601,479
+5,912
15
$23.4M 1.29%
755,117
+3,832
16
$20.9M 1.15%
487,005
+13,709
17
$17.2M 0.94%
27,665
-313
18
$17.1M 0.94%
155,005
+145
19
$16.3M 0.89%
79,358
-443
20
$16.1M 0.89%
67,990
+10,515
21
$15.9M 0.87%
157,846
+3,621
22
$14.7M 0.81%
229,860
+21,991
23
$12.5M 0.68%
44,504
+12,822
24
$10.3M 0.57%
301,413
+11,988
25
$10.2M 0.56%
52,027
-382
1
2 3 4 5