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
151
$216K 0.03%
+1,919
152
$212K 0.03%
628
153
$205K 0.03%
2,339
+366
154
$204K 0.03%
1,058
+300
155
$201K 0.02%
3,461
156
$199K 0.02%
847
157
$196K 0.02%
1,026
-233
158
$194K 0.02%
+6,750
159
$194K 0.02%
3,813
+303
160
$187K 0.02%
4,613
+1,005
161
$187K 0.02%
527
162
$182K 0.02%
5,550
163
$180K 0.02%
9,750
164
$180K 0.02%
+2,260
165
$177K 0.02%
3,510
+27
166
$173K 0.02%
1,640
+158
167
$172K 0.02%
1,334
+1
168
$170K 0.02%
340
169
$168K 0.02%
3,680
170
$166K 0.02%
3,057
171
$166K 0.02%
402
172
$163K 0.02%
1,112
+9
173
$161K 0.02%
1,491
174
$157K 0.02%
+800
175
$149K 0.02%
+3,855
4 5 6
7
8