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
101
$418K 0.07%
5,737
+3,653
102
$405K 0.06%
14,111
-625
103
$397K 0.06%
5,867
-149
104
$392K 0.06%
4,883
+213
105
$389K 0.06%
6,179
-774
106
$387K 0.06%
3,422
+432
107
$375K 0.06%
9,549
+4,085
108
$367K 0.06%
3,116
+170
109
$354K 0.06%
2,770
110
$354K 0.06%
10,285
+1,814
111
$346K 0.05%
3,265
-101
112
$345K 0.05%
7,102
-820
113
$345K 0.05%
4,322
-1,125
114
$340K 0.05%
2,640
-533
115
$303K 0.05%
10,766
-870
116
$294K 0.05%
4,951
+18
117
$294K 0.05%
970
118
$287K 0.04%
9,283
+821
119
$285K 0.04%
3,608
-100
120
$282K 0.04%
10,114
121
$282K 0.04%
+7,924
122
$273K 0.04%
13,112
+1,026
123
$261K 0.04%
3,031
+1,670
124
$254K 0.04%
2,851
-1,222
125
$235K 0.04%
9,746
3 4
5
6 7