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
$639M
AUM Growth
-$83.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$6.29M
3
+$5.6M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.31M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.8M

Top Sells

1
+$677K
2
+$361K
3
+$333K
4
MBB icon
iShares MBS ETF
MBB
+$289K
5
AXP icon
American Express
AXP
+$191K

Sector Composition

1 Technology 2.78%
2 Healthcare 1.56%
3 Industrials 1.53%
4 Consumer Staples 1.31%
5 Financials 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.06M 0.48%
75,562
+50,607
27
$2.92M 0.46%
77,055
+3,945
28
$2.89M 0.45%
52,582
-2,530
29
$2.61M 0.41%
19,890
+576
30
$2.19M 0.34%
22,130
-1,084
31
$2.08M 0.33%
18,175
+1,229
32
$1.93M 0.3%
28,856
+13,970
33
$1.85M 0.29%
22,994
-1,508
34
$1.56M 0.24%
9,714
+382
35
$1.56M 0.24%
11,707
-469
36
$1.49M 0.23%
15,260
+9,160
37
$1.46M 0.23%
5,654
+3,865
38
$1.43M 0.22%
15,646
-1,837
39
$1.43M 0.22%
36,554
+11,199
40
$1.37M 0.21%
18,900
+2,637
41
$1.36M 0.21%
28,527
-1,101
42
$1.33M 0.21%
26,044
-1,896
43
$1.31M 0.21%
3,868
-219
44
$1.3M 0.2%
14,451
+2,950
45
$1.3M 0.2%
18,638
-370
46
$1.25M 0.19%
8,802
-125
47
$1.21M 0.19%
12,186
-551
48
$1.21M 0.19%
8,031
-978
49
$1.17M 0.18%
25,538
+48
50
$1.15M 0.18%
10,088
-149
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