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
51
$3.06M 0.19%
49,645
-8,688
52
$3.01M 0.19%
14,847
-310
53
$2.99M 0.19%
5,500
-55
54
$2.96M 0.19%
18,941
+1,593
55
$2.72M 0.17%
13,674
+1,035
56
$2.54M 0.16%
12,494
+11
57
$2.41M 0.15%
14,996
+832
58
$2.26M 0.14%
18,265
+1,621
59
$2.25M 0.14%
3,473
+265
60
$2.24M 0.14%
12,256
+105
61
$2.19M 0.14%
7,352
62
$2M 0.13%
6,579
+33
63
$1.98M 0.13%
28,140
-1,545
64
$1.89M 0.12%
3,945
-203
65
$1.85M 0.12%
3,963
+2
66
$1.83M 0.12%
18,868
+453
67
$1.83M 0.12%
5,030
-12
68
$1.82M 0.11%
36,425
+3,106
69
$1.81M 0.11%
20,194
+1,778
70
$1.77M 0.11%
6,780
+239
71
$1.74M 0.11%
17,915
-397
72
$1.73M 0.11%
7,856
+565
73
$1.7M 0.11%
7,599
+851
74
$1.7M 0.11%
4,932
+11
75
$1.7M 0.11%
25,441
+2,154
1 2
3
4 5