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
176
$336K 0.02%
2,072
+541
177
$326K 0.02%
987
+711
178
$322K 0.02%
2,278
+4
179
$318K 0.02%
1,017
+18
180
$309K 0.02%
7,558
+50
181
$308K 0.02%
2,601
182
$308K 0.02%
2,745
183
$295K 0.02%
11,934
184
$293K 0.02%
197
185
$292K 0.02%
2,943
+98
186
$289K 0.02%
1,582
187
$286K 0.02%
566
188
$281K 0.02%
8,620
189
$278K 0.02%
423
-12
190
$277K 0.02%
3,700
+10
191
$274K 0.02%
3,924
-72
192
$273K 0.02%
2,569
-37
193
$269K 0.02%
1,455
194
$269K 0.02%
4,800
195
$268K 0.02%
700
196
$266K 0.02%
1,595
197
$262K 0.02%
10,110
198
$260K 0.02%
6,258
199
$257K 0.02%
2,411
200
$257K 0.02%
11,915
+1,100
6 7
8
9 10