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
101
$476K 0.07%
16,645
+4,658
102
$459K 0.07%
9,049
+520
103
$449K 0.06%
+8,002
104
$446K 0.06%
2,952
+916
105
$433K 0.06%
10,632
+3,012
106
$427K 0.06%
+4,920
107
$414K 0.06%
1,929
108
$406K 0.06%
15,742
-2,530
109
$397K 0.06%
2,796
-40
110
$379K 0.05%
13,046
-390
111
$364K 0.05%
970
112
$347K 0.05%
2,984
-225
113
$324K 0.05%
+5,139
114
$317K 0.05%
+10,872
115
$292K 0.04%
+10,436
116
$290K 0.04%
5,813
+2,019
117
$289K 0.04%
3,458
+194
118
$287K 0.04%
5,812
+3,384
119
$286K 0.04%
8,397
-193
120
$280K 0.04%
10,226
121
$269K 0.04%
3,018
122
$267K 0.04%
+2,388
123
$255K 0.04%
8,700
+680
124
$238K 0.03%
1,790
+130
125
$236K 0.03%
3,035
3 4
5
6 7