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
26
$7.98M 0.47%
18,550
+100
27
$7.76M 0.46%
135,201
-8,871
28
$7.51M 0.45%
92,962
-820
29
$6.85M 0.41%
217,876
+2,320
30
$6.51M 0.39%
11,127
-74
31
$6.45M 0.38%
53,141
+5,346
32
$5.44M 0.32%
50,107
+104
33
$5.36M 0.32%
60,792
+475
34
$5.26M 0.31%
+31,724
35
$4.78M 0.28%
10,382
+489
36
$4.6M 0.27%
223,888
-250
37
$4.36M 0.26%
23,409
+1,963
38
$4.27M 0.25%
20,245
+139
39
$4.19M 0.25%
96,972
-1,910
40
$4.02M 0.24%
14,623
-20
41
$3.81M 0.23%
20,050
42
$3.79M 0.22%
45,281
-735
43
$3.78M 0.22%
48,058
-52,918
44
$3.59M 0.21%
30,028
-1,276
45
$3.57M 0.21%
22,055
+384
46
$3.39M 0.2%
28,935
-456
47
$3.36M 0.2%
12,577
-55
48
$3.35M 0.2%
49,833
+188
49
$3.28M 0.19%
14,842
-5
50
$3.28M 0.19%
21,607
+40
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