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
$693M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$4.77M
3
+$3.74M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.21M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.68M

Top Sells

1
+$332K
2
+$269K
3
+$150K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$135K
5
WFC icon
Wells Fargo
WFC
+$124K

Sector Composition

1 Technology 2.16%
2 Industrials 1.77%
3 Financials 1.54%
4 Healthcare 1.29%
5 Consumer Staples 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.94M 0.42%
13,524
-64
27
$2.62M 0.38%
17,636
+222
28
$2.58M 0.37%
19,940
+896
29
$2.51M 0.36%
157,562
-16,866
30
$2.29M 0.33%
14,847
+4,489
31
$1.99M 0.29%
13,491
+52
32
$1.99M 0.29%
24,904
+1,247
33
$1.91M 0.28%
31,640
-799
34
$1.89M 0.27%
15,962
+381
35
$1.81M 0.26%
19,526
-650
36
$1.73M 0.25%
7,494
-145
37
$1.66M 0.24%
30,093
+335
38
$1.59M 0.23%
4,086
-49
39
$1.57M 0.23%
26,224
40
$1.56M 0.23%
7,927
-55
41
$1.54M 0.22%
27,680
-180
42
$1.51M 0.22%
8,755
+3,178
43
$1.49M 0.21%
11,742
+265
44
$1.47M 0.21%
8,927
45
$1.47M 0.21%
9,191
-190
46
$1.46M 0.21%
10,629
+115
47
$1.44M 0.21%
28,156
48
$1.31M 0.19%
14,892
-535
49
$1.25M 0.18%
18,879
-333
50
$1.25M 0.18%
10,561
+97
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2
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