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
276
$111K 0.01%
2,616
277
$109K 0.01%
242
278
$109K 0.01%
1,721
279
$109K 0.01%
1,601
-390
280
$108K 0.01%
1,397
281
$107K 0.01%
+102
282
$107K 0.01%
1,652
283
$106K 0.01%
+181
284
$105K 0.01%
2,080
+8
285
$105K 0.01%
1,005
286
$103K 0.01%
962
287
$102K 0.01%
+387
288
– –
-375
289
– –
-4,535
290
– –
-507
8 9 10 11
12