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
51
$1.25M 0.18%
20,847
+1,129
52
$1.23M 0.18%
17,618
+4,270
53
$1.22M 0.18%
10,393
+352
54
$1.19M 0.17%
24,297
-53
55
$1.19M 0.17%
8,642
+880
56
$1.18M 0.17%
6,115
+115
57
$1.17M 0.17%
12,459
+134
58
$1.17M 0.17%
8,967
+641
59
$1.11M 0.16%
27,251
-125
60
$1.11M 0.16%
11,170
-207
61
$1.09M 0.16%
12,037
+62
62
$1.07M 0.15%
6,340
-202
63
$1.04M 0.15%
23,184
+1,509
64
$1M 0.14%
11,730
+195
65
$981K 0.14%
16,080
+9,540
66
$940K 0.14%
5,781
+282
67
$909K 0.13%
5,059
68
$905K 0.13%
3,769
-99
69
$892K 0.13%
2,344
+333
70
$868K 0.13%
11,256
+507
71
$860K 0.12%
4,705
-28
72
$848K 0.12%
4,076
+1,481
73
$834K 0.12%
31,410
+645
74
$832K 0.12%
7,363
-117
75
$818K 0.12%
10,306
+192
1 2
3
4 5