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
76
$1.53M 0.1%
39,145
+2,695
77
$1.51M 0.1%
10,918
+876
78
$1.5M 0.1%
4,681
+1,378
79
$1.47M 0.09%
1,619
+906
80
$1.44M 0.09%
34,915
+2,405
81
$1.43M 0.09%
5,360
+711
82
$1.41M 0.09%
2,597
-57
83
$1.37M 0.09%
8,286
+6
84
$1.35M 0.09%
8,993
-165
85
$1.34M 0.08%
3,027
+100
86
$1.32M 0.08%
332
+70
87
$1.31M 0.08%
13,645
+1,880
88
$1.28M 0.08%
10,710
-1,612
89
$1.23M 0.08%
3,301
-24
90
$1.23M 0.08%
13,475
-80
91
$1.22M 0.08%
8,273
+685
92
$1.22M 0.08%
22,782
+2,703
93
$1.22M 0.08%
22,655
+4,335
94
$1.19M 0.08%
10,786
-369
95
$1.14M 0.07%
8,338
-147
96
$1.05M 0.07%
7,547
+2,225
97
$1.01M 0.06%
24,440
+3,279
98
$994K 0.06%
1,170
+208
99
$979K 0.06%
11,694
-708
100
$966K 0.06%
9,455
-993
2 3
4
5 6