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
76
$790K 0.11%
4,791
-45
77
$765K 0.11%
15,442
-2,511
78
$758K 0.11%
5,865
+410
79
$702K 0.1%
19,095
-75
80
$701K 0.1%
3,852
+49
81
$651K 0.09%
7,580
-193
82
$637K 0.09%
15,675
+1,145
83
$603K 0.09%
9,812
84
$603K 0.09%
7,109
+970
85
$582K 0.08%
6,581
+445
86
$578K 0.08%
10,772
-2,800
87
$571K 0.08%
4,592
-60
88
$552K 0.08%
1,859
+114
89
$542K 0.08%
3,259
+2,533
90
$540K 0.08%
+2,862
91
$538K 0.08%
9,722
+3,721
92
$530K 0.08%
8,242
93
$528K 0.08%
5,147
+136
94
$515K 0.07%
3,703
-145
95
$511K 0.07%
7,494
96
$506K 0.07%
+6,627
97
$506K 0.07%
4,945
+398
98
$503K 0.07%
4,700
+100
99
$489K 0.07%
2,745
+1,161
100
$480K 0.07%
8,650
+310
2 3
4
5 6