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
1
$150M 18.61%
488,173
+33,600
2
$102M 12.7%
1,161,365
+44,658
3
$78.3M 9.7%
1,913,221
-2,429
4
$64M 7.94%
1,727,965
-284,995
5
$59.9M 7.43%
853,530
+54,106
6
$55.3M 6.86%
1,019,383
+50,291
7
$26.3M 3.26%
608,518
-1,289
8
$18.8M 2.33%
311,699
+5,744
9
$16.1M 2%
102,998
-1,412
10
$11.8M 1.46%
35,092
+16
11
$9.64M 1.19%
83,234
+1,658
12
$8.9M 1.1%
154,096
+2,620
13
$8.78M 1.09%
49,835
-4,354
14
$8.65M 1.07%
56,256
+1,923
15
$7.83M 0.97%
66,341
-214
16
$7.7M 0.95%
+226,604
17
$7.63M 0.95%
36,302
+131
18
$6.91M 0.86%
61,421
-504
19
$6.54M 0.81%
82,776
-99,278
20
$6.16M 0.76%
104,491
-21,609
21
$5.21M 0.65%
98,599
+2,657
22
$4.58M 0.57%
79,901
-4,505
23
$4.56M 0.57%
71,658
-243
24
$4.14M 0.51%
13,270
+46
25
$3.82M 0.47%
243,220
-4,982
1
2 3 4 5