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
$807M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.7M
3
+$3.94M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.8M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.73M

Top Sells

1
+$10.6M
2
+$7.84M
3
+$1.27M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$767K
5
IYR icon
iShares US Real Estate ETF
IYR
+$463K

Sector Composition

1 Technology 3.23%
2 Industrials 1.69%
3 Healthcare 1.61%
4 Consumer Discretionary 1.49%
5 Consumer Staples 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.69M 0.46%
79,200
+453
27
$3.19M 0.39%
61,502
+226
28
$3.11M 0.39%
51,205
+1,722
29
$2.98M 0.37%
19,986
+341
30
$2.87M 0.36%
26,004
-1,663
31
$2.85M 0.35%
24,438
+270
32
$2.66M 0.33%
22,516
+386
33
$2.43M 0.3%
15,440
+360
34
$2.35M 0.29%
15,709
+69
35
$2.06M 0.26%
10,294
+855
36
$1.99M 0.25%
26,380
-720
37
$1.85M 0.23%
5,525
+2
38
$1.84M 0.23%
33,577
+2,800
39
$1.83M 0.23%
8,435
40
$1.79M 0.22%
6,450
+765
41
$1.58M 0.2%
28,415
-440
42
$1.57M 0.19%
8,387
-415
43
$1.57M 0.19%
7,194
-69
44
$1.56M 0.19%
16,233
-7
45
$1.55M 0.19%
12,313
-710
46
$1.53M 0.19%
3,982
+100
47
$1.52M 0.19%
11,357
+471
48
$1.5M 0.19%
20,480
+3,800
49
$1.44M 0.18%
10,602
-83
50
$1.41M 0.17%
10,563
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