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
151
$450K 0.03%
2,800
+90
152
$431K 0.03%
968
153
$417K 0.03%
19,461
154
$413K 0.03%
3,387
+86
155
$411K 0.03%
2,374
-1
156
$407K 0.03%
8,143
-3,451
157
$407K 0.03%
1,771
+140
158
$401K 0.03%
3,466
159
$393K 0.02%
14,052
+65
160
$392K 0.02%
2,833
-185
161
$392K 0.02%
2,545
162
$391K 0.02%
14,726
+2,210
163
$389K 0.02%
14,997
164
$380K 0.02%
659
+113
165
$375K 0.02%
1,875
-148
166
$366K 0.02%
5,756
+408
167
$361K 0.02%
6,321
168
$355K 0.02%
12,300
169
$347K 0.02%
2,211
170
$345K 0.02%
4,839
-165
171
$343K 0.02%
6,341
-3
172
$343K 0.02%
4,400
+58
173
$342K 0.02%
785
174
$342K 0.02%
8,700
175
$342K 0.02%
4,807
+641
5 6
7
8 9