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
101
$501K 0.06%
6,933
+390
102
$497K 0.06%
11,462
-666
103
$483K 0.06%
12,259
+1,376
104
$482K 0.06%
4,810
-220
105
$480K 0.06%
9,268
+279
106
$477K 0.06%
6,033
+138
107
$476K 0.06%
9,618
-1,377
108
$475K 0.06%
15,848
+6,108
109
$475K 0.06%
5,492
-1,749
110
$448K 0.06%
3,035
+325
111
$432K 0.05%
10,766
112
$430K 0.05%
8,702
+3,283
113
$429K 0.05%
6,060
114
$425K 0.05%
5,321
-5,793
115
$419K 0.05%
12,031
+2,746
116
$417K 0.05%
3,899
+271
117
$414K 0.05%
2,895
118
$411K 0.05%
19,103
+1,300
119
$406K 0.05%
3,734
+101
120
$403K 0.05%
7,102
-420
121
$399K 0.05%
4,322
122
$398K 0.05%
3,434
+5
123
$377K 0.05%
2,984
124
$357K 0.04%
3,068
+470
125
$350K 0.04%
4,713
-1,486
3 4
5
6 7