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
51
$3.19M 0.19%
14,146
-617
52
$3.15M 0.19%
5,497
-3
53
$2.82M 0.17%
12,048
-446
54
$2.78M 0.17%
3,431
-42
55
$2.61M 0.16%
15,013
+17
56
$2.59M 0.15%
17,560
-1,381
57
$2.48M 0.15%
12,376
+120
58
$2.32M 0.14%
3,963
59
$2.31M 0.14%
7,352
60
$2.27M 0.13%
6,420
-159
61
$2.24M 0.13%
13,196
-478
62
$2.14M 0.13%
25,454
+13
63
$2.08M 0.12%
7,679
-177
64
$2.04M 0.12%
17,958
-307
65
$2.02M 0.12%
19,519
-675
66
$2M 0.12%
4,947
+15
67
$2M 0.12%
34,840
-1,585
68
$1.97M 0.12%
25,695
-2,445
69
$1.97M 0.12%
4,038
+93
70
$1.95M 0.12%
18,735
-133
71
$1.94M 0.12%
6,691
-89
72
$1.89M 0.11%
5,022
-8
73
$1.84M 0.11%
18,217
+302
74
$1.84M 0.11%
4,520
-161
75
$1.78M 0.11%
6,299
+939
1 2
3
4 5