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
101
$927K 0.06%
11,010
+949
102
$906K 0.05%
3,645
+235
103
$891K 0.05%
8,186
-235
104
$889K 0.05%
9,274
+89
105
$884K 0.05%
6,329
-568
106
$866K 0.05%
2,675
-207
107
$865K 0.05%
2,212
+100
108
$860K 0.05%
14,235
109
$856K 0.05%
3,489
-1
110
$851K 0.05%
202
-130
111
$844K 0.05%
4,272
+394
112
$843K 0.05%
4,419
113
$836K 0.05%
2,767
-5
114
$747K 0.04%
12,840
-9,815
115
$735K 0.04%
5,391
-672
116
$730K 0.04%
2,789
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117
$723K 0.04%
4,174
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118
$714K 0.04%
2,568
+1
119
$712K 0.04%
4,368
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120
$707K 0.04%
2,322
+89
121
$699K 0.04%
1,221
-104
122
$683K 0.04%
10,510
-80
123
$679K 0.04%
5,523
-296
124
$664K 0.04%
17,688
125
$661K 0.04%
3,198
-115
3 4
5
6 7