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
101
$954K 0.06%
11,690
102
$954K 0.06%
6,897
+1,688
103
$939K 0.06%
7,313
+5
104
$938K 0.06%
17,534
+2,690
105
$931K 0.06%
12,049
+585
106
$875K 0.06%
8,421
107
$843K 0.05%
9,185
+102
108
$830K 0.05%
6,063
+1,063
109
$829K 0.05%
14,235
110
$804K 0.05%
2,772
+28
111
$798K 0.05%
2,882
-95
112
$793K 0.05%
10,061
-739
113
$754K 0.05%
18,953
+212
114
$738K 0.05%
3,490
+157
115
$732K 0.05%
5,819
+1,501
116
$732K 0.05%
3,410
117
$712K 0.05%
2,588
-23
118
$704K 0.04%
2,112
119
$695K 0.04%
5,257
+938
120
$688K 0.04%
3,968
121
$677K 0.04%
4,107
-388
122
$668K 0.04%
1,325
123
$667K 0.04%
2,825
-28
124
$665K 0.04%
3,878
-1,685
125
$649K 0.04%
10,590
-525
3 4
5
6 7