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
1
$263M 16.59%
525,159
+1,914
2
$137M 8.64%
1,899,015
+36,469
3
$127M 8.03%
2,571,704
+89,699
4
$97.7M 6.17%
915,611
+28,952
5
$96.2M 6.07%
1,658,192
+113,408
6
$92.3M 5.83%
1,577,531
+55,908
7
$67.2M 4.24%
1,479,288
+69,563
8
$63.8M 4.03%
1,244,507
+50,347
9
$47.3M 2.99%
773,465
+65,020
10
$39.4M 2.49%
157,848
-4,420
11
$39.1M 2.47%
893,427
+28,367
12
$28.3M 1.79%
389,143
-10,862
13
$24.3M 1.54%
474,886
+48,925
14
$24.1M 1.52%
123,735
+9,036
15
$21.8M 1.38%
563,573
+27,926
16
$19.9M 1.25%
686,944
+87,214
17
$17.1M 1.08%
81,414
-135
18
$16.2M 1.02%
29,604
-135
19
$15.5M 0.98%
430,485
+29,839
20
$14.4M 0.91%
155,083
-957
21
$13.2M 0.83%
60,616
-1,053
22
$12.7M 0.81%
228,889
+17,180
23
$12.7M 0.8%
141,148
-1,692
24
$9.8M 0.62%
53,850
+386
25
$8.92M 0.56%
23,856
+222
1
2 3 4 5