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
151
$480K 0.03%
977
+9
152
$478K 0.03%
6,654
+898
153
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2,159
-215
154
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-32,053
155
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4,693
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156
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3,288
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157
$424K 0.03%
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158
$421K 0.03%
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159
$415K 0.02%
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160
$415K 0.02%
785
161
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162
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163
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164
$392K 0.02%
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165
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659
166
$383K 0.02%
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167
$382K 0.02%
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169
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170
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171
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172
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173
$351K 0.02%
4,145
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174
$344K 0.02%
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175
$342K 0.02%
987
5 6
7
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