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
201
$274K 0.02%
1,595
202
$273K 0.02%
+929
203
$263K 0.02%
423
204
$261K 0.02%
2,372
205
$260K 0.02%
2,700
-243
206
$251K 0.01%
1,401
207
$240K 0.01%
1,950
208
$231K 0.01%
1,994
209
$230K 0.01%
4,202
+4
210
$229K 0.01%
700
211
$225K 0.01%
5,556
-270
212
$220K 0.01%
7,411
-2
213
$219K 0.01%
2,552
-201
214
$214K 0.01%
460
215
$213K 0.01%
2,412
-631
216
$211K 0.01%
2,722
-3
217
$208K 0.01%
1,098
-170
218
$208K 0.01%
2,170
219
$206K 0.01%
8,124
220
$202K 0.01%
719
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221
$199K 0.01%
281
222
$188K 0.01%
718
223
$188K 0.01%
+6,100
224
$188K 0.01%
1,882
-687
225
$184K 0.01%
2,316
-9,733
7 8
9
10 11