AIM

Acropolis Investment Management Portfolio holdings

AUM $2.22B
1-Year Est. Return 14.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.43B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$2.68M
3
+$1.94M
4
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$1.91M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$1.19M

Top Sells

1
+$1.61M
2
+$1.03M
3
+$702K
4
VV icon
Vanguard Large-Cap ETF
VV
+$500K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$330K

Sector Composition

1 Technology 2.55%
2 Industrials 1.43%
3 Healthcare 1.38%
4 Financials 1.37%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$106K 0.01%
+1,955
277
$103K 0.01%
+962
278
$103K 0.01%
2,045
+27
279
$103K 0.01%
23,574
-13,245
280
$101K 0.01%
+263
281
$100K 0.01%
+790
282
– –
-9,302
283
– –
-7,177
284
– –
-1,577
285
– –
-1,570
286
– –
-2,579
287
– –
-715
8 9 10 11
12