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
$1.58B
AUM Growth
+$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$4.43M
3
+$3.98M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.27M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$3.16M

Top Sells

1
+$1.1M
2
+$789K
3
+$731K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$536K
5
ABBV icon
AbbVie
ABBV
+$289K

Sector Composition

1 Technology 2.83%
2 Healthcare 1.37%
3 Financials 1.35%
4 Industrials 1.34%
5 Consumer Discretionary 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$182K 0.01%
3,174
-2,884
227
$180K 0.01%
666
228
$174K 0.01%
816
+118
229
$173K 0.01%
1,564
230
$172K 0.01%
+366
231
$170K 0.01%
6,410
+1,000
232
$170K 0.01%
718
+28
233
$166K 0.01%
911
-174
234
$166K 0.01%
4,124
235
$164K 0.01%
2,725
+249
236
$164K 0.01%
384
237
$164K 0.01%
1,913
+610
238
$161K 0.01%
1,262
239
$158K 0.01%
4,523
240
$158K 0.01%
1,049
-117
241
$151K 0.01%
12,002
+61
242
$148K 0.01%
2,226
243
$148K 0.01%
2,584
244
$146K 0.01%
2,168
245
$144K 0.01%
2,450
246
$143K 0.01%
980
247
$141K 0.01%
1,465
+26
248
$139K 0.01%
1,703
+4
249
$139K 0.01%
1,370
250
$138K 0.01%
2,098
8 9
10
11 12