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
$503M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.21M
3
+$2.18M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.9M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.28M

Top Sells

1
+$4.03M
2
+$1.68M
3
+$994K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$626K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$484K

Sector Composition

1 Industrials 2.61%
2 Healthcare 2.36%
3 Technology 2.16%
4 Consumer Staples 2.13%
5 Financials 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.23%
8,321
-813
52
$1.14M 0.23%
15,775
+3,505
53
$1.13M 0.22%
8,187
-305
54
$1.12M 0.22%
18,474
-1,932
55
$1.09M 0.22%
18,154
-3,360
56
$1.08M 0.21%
10,310
+645
57
$1.03M 0.21%
10,230
+3,930
58
$1.03M 0.21%
13,001
-349
59
$1.02M 0.2%
12,955
-12,585
60
$1M 0.2%
37,456
-720
61
$989K 0.2%
9,640
-355
62
$970K 0.19%
9,711
+44
63
$944K 0.19%
14,296
+1,385
64
$916K 0.18%
30,545
-2,650
65
$903K 0.18%
26,955
+10,085
66
$888K 0.18%
6,976
-455
67
$843K 0.17%
7,442
+3,285
68
$818K 0.16%
32,958
-3,690
69
$795K 0.16%
8,135
-2,525
70
$777K 0.15%
23,250
71
$755K 0.15%
6,392
-954
72
$750K 0.15%
5,671
+2,980
73
$737K 0.15%
8,717
-2,420
74
$655K 0.13%
5,450
75
$645K 0.13%
7,503
+39
1 2
3
4 5