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
176
$340K 0.02%
2,071
-1
177
$333K 0.02%
2,601
178
$333K 0.02%
1,455
179
$332K 0.02%
6,340
-1
180
$330K 0.02%
2,745
181
$330K 0.02%
14,057
-4,030
182
$328K 0.02%
1,017
183
$320K 0.02%
11,934
184
$314K 0.02%
1,583
+1
185
$300K 0.02%
3,725
+50
186
$299K 0.02%
2,278
187
$299K 0.02%
2,211
188
$295K 0.02%
8,750
+130
189
$294K 0.02%
3,727
+27
190
$292K 0.02%
1,714
+335
191
$291K 0.02%
879
+100
192
$291K 0.02%
12,915
+1,000
193
$291K 0.02%
4,665
+585
194
$290K 0.02%
4,020
+96
195
$288K 0.02%
3,467
-8,223
196
$285K 0.02%
10,110
197
$285K 0.02%
6,258
198
$284K 0.02%
4,800
199
$277K 0.02%
3,552
-1,287
200
$274K 0.02%
1,454
6 7
8
9 10