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
76
$628K 0.12%
8,100
-400
77
$622K 0.12%
12,317
-890
78
$607K 0.12%
6,949
-568
79
$598K 0.12%
6,790
+2,889
80
$578K 0.12%
6,565
+630
81
$550K 0.11%
11,550
-2,650
82
$522K 0.1%
4,298
+24
83
$497K 0.1%
5,020
+150
84
$474K 0.09%
6,523
-4,040
85
$450K 0.09%
12,325
-1,475
86
$442K 0.09%
2,340
-160
87
$427K 0.09%
5,018
-3,620
88
$425K 0.08%
8,510
+3,895
89
$393K 0.08%
15,120
+233
90
$389K 0.08%
10,120
-1,000
91
$388K 0.08%
8,780
-140
92
$384K 0.08%
7,960
-1,055
93
$384K 0.08%
3,130
+1,115
94
$379K 0.08%
2,539
+134
95
$362K 0.07%
8,830
-350
96
$356K 0.07%
3,615
-374
97
$343K 0.07%
8,925
-1,140
98
$337K 0.07%
4,375
99
$315K 0.06%
2,385
-374
100
$315K 0.06%
7,439
2 3
4
5 6