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
126
$645K 0.04%
3,542
-14
127
$644K 0.04%
3,313
-21
128
$641K 0.04%
2,567
-16
129
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8,142
130
$623K 0.04%
4,419
131
$620K 0.04%
17,688
132
$610K 0.04%
4,454
-247
133
$601K 0.04%
14,119
+3
134
$583K 0.04%
14,190
+818
135
$583K 0.04%
5,292
+1
136
$579K 0.04%
24,396
137
$569K 0.04%
2,233
-156
138
$561K 0.04%
2,422
-95
139
$560K 0.04%
18,087
-4,345
140
$556K 0.04%
14,440
-1,150
141
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142
$552K 0.03%
2,792
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143
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144
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5,740
145
$520K 0.03%
8,124
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146
$515K 0.03%
5,129
+54
147
$500K 0.03%
12,599
-158
148
$476K 0.03%
3,747
149
$467K 0.03%
3,549
+1,000
150
$454K 0.03%
4,367
4 5
6
7 8