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
251
$138K 0.01%
3,145
252
$137K 0.01%
3,180
+130
253
$137K 0.01%
800
254
$136K 0.01%
549
255
$135K 0.01%
2,900
256
$134K 0.01%
1,400
257
$133K 0.01%
1,521
258
$132K 0.01%
1,348
259
$131K 0.01%
1,783
-134
260
$129K 0.01%
1,504
261
$126K 0.01%
559
262
$125K 0.01%
2,690
-1,720
263
$123K 0.01%
1,400
-135
264
$122K 0.01%
541
-1
265
$122K 0.01%
2,060
+5
266
$121K 0.01%
920
-70
267
$120K 0.01%
498
-22
268
$119K 0.01%
+1,157
269
$119K 0.01%
2,054
270
$118K 0.01%
+3,268
271
$117K 0.01%
199
272
$115K 0.01%
655
273
$113K 0.01%
667
-1
274
$112K 0.01%
2,593
-973
275
$112K 0.01%
902
-102
8 9 10
11
12