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
251
$156K 0.01%
+1,485
252
$156K 0.01%
2,226
253
$156K 0.01%
1,707
+4
254
$152K 0.01%
2,450
255
$151K 0.01%
549
256
$151K 0.01%
1,348
257
$150K 0.01%
4,124
258
$150K 0.01%
1,439
-26
259
$149K 0.01%
2,265
-3
260
$149K 0.01%
3,050
-130
261
$146K 0.01%
430
-155
262
$144K 0.01%
2,900
263
$143K 0.01%
800
264
$143K 0.01%
1,400
265
$143K 0.01%
1,400
266
$141K 0.01%
2,168
267
$138K 0.01%
902
268
$138K 0.01%
920
269
$136K 0.01%
+1,700
270
$133K 0.01%
559
271
$132K 0.01%
874
-175
272
$132K 0.01%
+476
273
$127K 0.01%
+300
274
$127K 0.01%
1,157
275
$123K 0.01%
499
-42
9 10
11
12 13