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
51
$1.4M 0.17%
23,576
+171
52
$1.35M 0.17%
5,973
+7
53
$1.33M 0.17%
5,085
+1,696
54
$1.29M 0.16%
11,930
-4
55
$1.29M 0.16%
10,362
-74
56
$1.28M 0.16%
9,236
+225
57
$1.24M 0.15%
5,850
-91
58
$1.23M 0.15%
24,172
-34
59
$1.23M 0.15%
5,573
+107
60
$1.21M 0.15%
13,373
-4,947
61
$1.17M 0.15%
25,328
+881
62
$1.13M 0.14%
8,099
+489
63
$1.11M 0.14%
15,493
-2,302
64
$1.08M 0.13%
4,889
-125
65
$1.04M 0.13%
33,825
+900
66
$1.02M 0.13%
4,788
67
$1.01M 0.12%
18,273
+185
68
$996K 0.12%
6,977
+119
69
$985K 0.12%
22,514
-7,110
70
$966K 0.12%
4,536
-95
71
$950K 0.12%
3,421
+3
72
$926K 0.11%
3,448
-75
73
$883K 0.11%
14,192
-712
74
$853K 0.11%
11,872
-583
75
$818K 0.1%
3,593
+4
1 2
3
4 5