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
126
$656K 0.04%
2,443
-145
127
$638K 0.04%
2,354
-68
128
$637K 0.04%
4,104
-350
129
$634K 0.04%
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130
$633K 0.04%
13,799
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131
$628K 0.04%
24,396
132
$625K 0.04%
14,940
+500
133
$612K 0.04%
7,375
-767
134
$606K 0.04%
13,362
-828
135
$600K 0.04%
13,117
+518
136
$596K 0.04%
5,740
137
$593K 0.04%
11,140
-333
138
$591K 0.04%
14,902
-4,051
139
$590K 0.04%
5,399
+107
140
$570K 0.03%
2,822
-3
141
$559K 0.03%
3,220
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142
$553K 0.03%
4,852
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143
$543K 0.03%
23,991
+4,530
144
$538K 0.03%
7,975
-149
145
$532K 0.03%
3,747
146
$524K 0.03%
3,036
+236
147
$521K 0.03%
3,427
-115
148
$503K 0.03%
22,881
+9,961
149
$489K 0.03%
16,766
+2,040
150
$488K 0.03%
1,875
4 5
6
7 8