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
126
$108K 0.02%
2,933
127
$101K 0.02%
+2,336
128
– –
-1,000
129
– –
-4,960
130
– –
-3,275
131
– –
-2,775
132
– –
-5,240
2 3 4 5
6