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
$1.68B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$7.81M
3
+$5.26M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$3.98M
5
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$907K

Top Sells

1
+$24M
2
+$5.36M
3
+$4.16M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.88M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.19M

Sector Composition

1 Technology 2.78%
2 Industrials 1.45%
3 Financials 1.41%
4 Healthcare 1.4%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$183K 0.01%
1,564
227
$183K 0.01%
913
+2
228
$182K 0.01%
1,180
+200
229
$181K 0.01%
1,723
230
$180K 0.01%
384
231
$180K 0.01%
366
232
$178K 0.01%
1,470
+100
233
$178K 0.01%
1,504
234
$178K 0.01%
664
-2
235
$173K 0.01%
4,836
+313
236
$172K 0.01%
6,060
-350
237
$171K 0.01%
1,770
-641
238
$169K 0.01%
816
239
$169K 0.01%
342
+100
240
$168K 0.01%
+1,425
241
$166K 0.01%
1,262
242
$164K 0.01%
1,521
243
$161K 0.01%
2,145
-1,416
244
$160K 0.01%
2,584
245
$159K 0.01%
+178
246
$158K 0.01%
3,250
+560
247
$158K 0.01%
1,747
+350
248
$157K 0.01%
1,736
-177
249
$156K 0.01%
2,198
+100
250
$156K 0.01%
3,145
8 9
10
11 12