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
276
$120K 0.01%
1,488
-113
277
$120K 0.01%
1,532
-522
278
$119K 0.01%
656
-11
279
$119K 0.01%
2,614
-2
280
$119K 0.01%
+2,105
281
$117K 0.01%
655
282
$116K 0.01%
1,004
-1
283
$115K 0.01%
1,781
-2
284
$108K 0.01%
+228
285
$108K 0.01%
+1,275
286
$108K 0.01%
1,718
-3
287
$107K 0.01%
102
288
$107K 0.01%
387
289
$107K 0.01%
2,108
+28
290
$106K 0.01%
199
291
$105K 0.01%
413
-85
292
$103K 0.01%
+72
293
$103K 0.01%
3,268
294
$102K 0.01%
+935
295
$102K 0.01%
1,616
-444
296
$101K 0.01%
+395
297
$100K 0.01%
1,491
-161
298
– –
-962
299
– –
-181
300
– –
-2,593
9 10 11
12
13