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
76
$806K 0.1%
9,382
+171
77
$805K 0.1%
3,747
-169
78
$788K 0.1%
13,062
-96
79
$779K 0.1%
17,145
-475
80
$775K 0.1%
7,646
+18
81
$765K 0.09%
17,354
-251
82
$751K 0.09%
4,527
+175
83
$748K 0.09%
11,403
+408
84
$733K 0.09%
21,364
+122
85
$715K 0.09%
6,248
+200
86
$711K 0.09%
6,039
+521
87
$659K 0.08%
2,242
88
$643K 0.08%
10,044
+1,420
89
$629K 0.08%
21,426
-2,905
90
$629K 0.08%
18,545
+1,105
91
$624K 0.08%
9,728
+13
92
$601K 0.07%
4,340
-80
93
$598K 0.07%
44,200
+8,640
94
$588K 0.07%
3,558
-20
95
$578K 0.07%
2,635
96
$578K 0.07%
11,956
+1,593
97
$568K 0.07%
3,335
+675
98
$566K 0.07%
2,874
+1,238
99
$562K 0.07%
6,145
-2,551
100
$506K 0.06%
3,440
+145
2 3
4
5 6