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
51
$1.15M 0.18%
10,639
-481
52
$1.13M 0.18%
7,114
-419
53
$1.11M 0.17%
5,934
+339
54
$1.09M 0.17%
20,225
-714
55
$1.03M 0.16%
8,612
-134
56
$1.01M 0.16%
12,191
-198
57
$961K 0.15%
5,886
-39
58
$958K 0.15%
16,480
-880
59
$931K 0.15%
9,638
+612
60
$859K 0.13%
7,805
+2,755
61
$820K 0.13%
4,486
+235
62
$773K 0.12%
5,121
+375
63
$767K 0.12%
3,378
-306
64
$763K 0.12%
5,638
-73
65
$757K 0.12%
22,006
-804
66
$743K 0.12%
3,905
+772
67
$740K 0.12%
19,489
+4,538
68
$698K 0.11%
5,055
-835
69
$691K 0.11%
4,734
-260
70
$678K 0.11%
12,172
+612
71
$667K 0.1%
17,750
-1,020
72
$627K 0.1%
7,232
73
$620K 0.1%
7,628
+19
74
$615K 0.1%
30,660
+435
75
$609K 0.1%
25,791
-4,470
1 2
3
4 5