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
26
$8.45M 0.53%
34,908
-581
27
$8.25M 0.52%
18,450
+646
28
$7.74M 0.49%
100,976
+3,472
29
$7.71M 0.49%
144,072
-316
30
$6.35M 0.4%
34,845
+1,363
31
$6.35M 0.4%
93,782
+890
32
$6.3M 0.4%
215,556
+20,125
33
$5.9M 0.37%
47,795
+16,085
34
$5.7M 0.36%
11,201
+187
35
$5.33M 0.34%
50,003
+213
36
$4.89M 0.31%
60,317
+120
37
$4.31M 0.27%
224,138
-4,742
38
$4.14M 0.26%
21,446
+2,722
39
$4.11M 0.26%
98,882
+57,885
40
$4.07M 0.26%
20,106
+672
41
$4.02M 0.25%
9,893
+397
42
$3.84M 0.24%
14,643
+141
43
$3.61M 0.23%
31,304
-6,327
44
$3.6M 0.23%
46,016
-527
45
$3.5M 0.22%
20,050
-130
46
$3.38M 0.21%
29,391
+2,300
47
$3.34M 0.21%
14,763
-96
48
$3.25M 0.21%
21,567
-640
49
$3.17M 0.2%
21,671
+224
50
$3.16M 0.2%
12,632
+110
1
2
3 4 5