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
301
– –
-3,174
302
– –
-12,002
303
– –
-6,321
9 10 11 12
13