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
1
$88.7M 13.87%
1,038,843
-4,229
2
$88.4M 13.83%
373,318
+29,401
3
$71.7M 11.21%
2,490,995
+166,785
4
$63.5M 9.94%
1,905,772
+111,168
5
$51.4M 8.03%
942,315
+20,096
6
$32.8M 5.14%
585,310
+99,820
7
$23.8M 3.72%
340,262
+19,710
8
$21M 3.28%
624,873
+717
9
$14.6M 2.29%
293,012
+106,413
10
$11.5M 1.8%
96,948
+53,072
11
$9.12M 1.43%
35,309
-1,290
12
$7.78M 1.22%
67,428
-5,868
13
$7.02M 1.1%
53,331
+25,379
14
$6.25M 0.98%
151,556
-1,180
15
$5.89M 0.92%
61,206
-443
16
$5.65M 0.88%
125,983
+7,183
17
$5.58M 0.87%
35,369
+3,576
18
$5.5M 0.86%
86,472
+12,172
19
$4.87M 0.76%
42,177
+26,672
20
$3.98M 0.62%
92,305
+477
21
$3.93M 0.62%
73,560
-3,112
22
$3.38M 0.53%
261,352
+103,634
23
$3.32M 0.52%
61,292
-1,627
24
$3.29M 0.51%
13,194
-95
25
$3.13M 0.49%
28,354
-2,616
1
2 3 4 5