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
176
$149K 0.02%
1,722
+334
177
$149K 0.02%
7,008
-330
178
$143K 0.02%
1,400
179
$137K 0.02%
2,195
180
$136K 0.02%
+4,452
181
$131K 0.02%
4,673
-725
182
$129K 0.02%
1,545
183
$127K 0.02%
2,100
184
$122K 0.02%
+775
185
$119K 0.01%
641
186
$112K 0.01%
1,880
-53
187
$110K 0.01%
1,400
188
$109K 0.01%
2,240
189
$109K 0.01%
+541
190
$109K 0.01%
5,830
191
$108K 0.01%
844
192
$108K 0.01%
+507
193
$106K 0.01%
+4,407
194
$104K 0.01%
1,255
195
$103K 0.01%
+2,500
196
$103K 0.01%
+1,732
197
$103K 0.01%
+2,242
198
$102K 0.01%
+977
199
$101K 0.01%
+1,938
4 5 6 7
8