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
201
$247K 0.02%
12,920
+22
202
$244K 0.02%
779
203
$239K 0.02%
4,080
+170
204
$237K 0.02%
2,372
205
$236K 0.01%
3,561
+884
206
$232K 0.01%
3,675
+147
207
$231K 0.01%
1,454
-368
208
$230K 0.01%
1,401
-90
209
$229K 0.01%
3,043
-75
210
$222K 0.01%
1,950
-130
211
$216K 0.01%
700
212
$216K 0.01%
2,753
-118
213
$216K 0.01%
460
-112
214
$215K 0.01%
4,198
+3
215
$212K 0.01%
7,413
+1
216
$209K 0.01%
2,268
+3
217
$204K 0.01%
1,994
+1
218
$202K 0.01%
1,268
-65
219
$202K 0.01%
5,826
-577
220
$198K 0.01%
8,124
221
$197K 0.01%
1,723
+65
222
$195K 0.01%
1,379
-74
223
$195K 0.01%
2,170
224
$190K 0.01%
281
225
$183K 0.01%
585
7 8
9
10 11