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
151
$160K 0.03%
+661
152
$159K 0.02%
2,940
+1,183
153
$159K 0.02%
+1,925
154
$156K 0.02%
945
155
$154K 0.02%
+1,259
156
$152K 0.02%
1,997
-180
157
$151K 0.02%
3,680
+792
158
$151K 0.02%
+1,500
159
$150K 0.02%
1,566
+3
160
$141K 0.02%
+4,841
161
$138K 0.02%
1,333
+112
162
$137K 0.02%
+9,750
163
$126K 0.02%
+401
164
$125K 0.02%
1,491
165
$123K 0.02%
847
-60
166
$122K 0.02%
3,608
-785
167
$121K 0.02%
600
168
$121K 0.02%
1,529
+1
169
$117K 0.02%
+412
170
$114K 0.02%
7,658
-2,320
171
$109K 0.02%
1,230
172
$107K 0.02%
1,935
+55
173
$107K 0.02%
1,486
-1
174
$105K 0.02%
+2,009
175
$105K 0.02%
+5,000
4 5 6
7
8