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
101
$301K 0.06%
7,277
102
$298K 0.06%
14,816
+540
103
$296K 0.06%
2,047
-180
104
$294K 0.06%
3,990
105
$292K 0.06%
6,843
+450
106
$259K 0.05%
1,269
107
$259K 0.05%
6,585
+3,465
108
$256K 0.05%
4,141
-85
109
$251K 0.05%
4,765
+320
110
$248K 0.05%
2,940
-495
111
$232K 0.05%
2,220
-80
112
$226K 0.05%
7,383
113
$216K 0.04%
7,620
114
$216K 0.04%
3,397
-403
115
$210K 0.04%
3,954
-80
116
$209K 0.04%
3,362
+4
117
$176K 0.04%
4,064
118
$167K 0.03%
+2,316
119
$165K 0.03%
3,560
120
$159K 0.03%
2,311
+5
121
$151K 0.03%
3,400
+130
122
$133K 0.03%
2,290
-266
123
$124K 0.02%
2,058
-160
124
$123K 0.02%
1,174
+64
125
$114K 0.02%
+1,605
2 3 4
5
6