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
76
$1.57M 0.09%
11,050
+132
77
$1.54M 0.09%
34,351
-564
78
$1.52M 0.09%
9,338
+345
79
$1.5M 0.09%
3,033
+6
80
$1.49M 0.09%
35,777
-3,368
81
$1.48M 0.09%
1,666
+47
82
$1.43M 0.08%
21,968
-814
83
$1.43M 0.08%
11,320
+610
84
$1.42M 0.08%
6,296
-1,303
85
$1.38M 0.08%
8,134
-152
86
$1.34M 0.08%
3,215
-86
87
$1.34M 0.08%
2,570
-27
88
$1.29M 0.08%
9,409
-46
89
$1.26M 0.08%
24,445
+5
90
$1.24M 0.07%
7,975
-298
91
$1.24M 0.07%
10,530
-256
92
$1.18M 0.07%
12,345
-1,300
93
$1.16M 0.07%
17,672
+138
94
$1.16M 0.07%
13,217
-258
95
$1.14M 0.07%
7,843
-495
96
$1.11M 0.07%
11,597
-97
97
$1.08M 0.06%
7,532
-15
98
$1.04M 0.06%
1,168
-2
99
$1.02M 0.06%
7,300
-13
100
$967K 0.06%
18,370
-456,516
2 3
4
5 6