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
126
$221K 0.03%
3,570
127
$211K 0.03%
+4,181
128
$206K 0.03%
4,613
-675
129
$204K 0.03%
3,461
130
$201K 0.03%
2,190
131
$195K 0.03%
+2,430
132
$190K 0.03%
+883
133
$184K 0.03%
+687
134
$175K 0.03%
+2,393
135
$170K 0.02%
945
136
$164K 0.02%
2,888
137
$163K 0.02%
907
138
$162K 0.02%
1,563
+300
139
$162K 0.02%
1,035
+146
140
$159K 0.02%
2,101
+5
141
$145K 0.02%
+1,341
142
$142K 0.02%
+2,698
143
$139K 0.02%
1,585
+115
144
$137K 0.02%
1,487
145
$136K 0.02%
6,606
-745
146
$130K 0.02%
800
147
$122K 0.02%
1,014
+3
148
$122K 0.02%
1,880
149
$122K 0.02%
+1,767
150
$121K 0.02%
407
-135
3 4 5
6
7