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
76
$606K 0.09%
17,746
-25
77
$598K 0.09%
17,296
+756
78
$595K 0.09%
3,795
-333
79
$589K 0.09%
12,899
+2,597
80
$580K 0.09%
5,799
+53
81
$580K 0.09%
3,861
-54
82
$577K 0.09%
11,435
-753
83
$571K 0.09%
4,315
-240
84
$561K 0.09%
11,780
-3,011
85
$559K 0.09%
10,667
86
$559K 0.09%
8,507
+1,711
87
$550K 0.09%
10,015
-861
88
$529K 0.08%
3,547
+1,104
89
$518K 0.08%
9,508
-244
90
$504K 0.08%
3,024
91
$491K 0.08%
5,737
-2,237
92
$476K 0.07%
15,810
+2,727
93
$465K 0.07%
10,261
-1,176
94
$460K 0.07%
8,034
-673
95
$438K 0.07%
7,370
+18
96
$436K 0.07%
2,242
+1,633
97
$436K 0.07%
8,119
+3,026
98
$431K 0.07%
2,605
+147
99
$421K 0.07%
19,100
+916
100
$420K 0.07%
8,624
2 3
4
5 6