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
126
$332K 0.04%
8,849
127
$328K 0.04%
13,934
-3,645
128
$317K 0.04%
5,433
+186
129
$310K 0.04%
1,909
130
$306K 0.04%
970
131
$293K 0.04%
1,967
+1
132
$289K 0.04%
5,029
+3
133
$284K 0.04%
7,935
-1,979
134
$283K 0.04%
3,490
135
$276K 0.03%
10,114
136
$275K 0.03%
883
137
$272K 0.03%
9,746
138
$270K 0.03%
11,224
+588
139
$270K 0.03%
3,064
+4
140
$263K 0.03%
3,570
141
$258K 0.03%
8,700
142
$256K 0.03%
14,980
-556
143
$252K 0.03%
991
144
$250K 0.03%
2,389
-113
145
$244K 0.03%
3,168
146
$241K 0.03%
3,143
147
$240K 0.03%
4,800
148
$239K 0.03%
2,000
149
$230K 0.03%
1,895
-30
150
$224K 0.03%
945
4 5
6
7 8