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
126
$234K 0.04%
+35,560
127
$228K 0.04%
1,965
+1,201
128
$211K 0.03%
4,763
+2,513
129
$210K 0.03%
3,052
-42
130
$206K 0.03%
+3,143
131
$206K 0.03%
+2,079
132
$205K 0.03%
4,991
-947
133
$200K 0.03%
+15,536
134
$198K 0.03%
+975
135
$196K 0.03%
3,570
136
$195K 0.03%
3,461
137
$195K 0.03%
+1,796
138
$190K 0.03%
8,973
-1,914
139
$189K 0.03%
+5,559
140
$188K 0.03%
8,700
141
$187K 0.03%
883
142
$187K 0.03%
3,168
+100
143
$187K 0.03%
+2,000
144
$181K 0.03%
6,060
145
$180K 0.03%
+4,800
146
$176K 0.03%
+5,720
147
$174K 0.03%
3,498
-503
148
$168K 0.03%
+2,240
149
$167K 0.03%
+3,490
150
$165K 0.03%
439
-90
4 5
6
7 8