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
1
$277M 16.46%
525,532
+373
2
$150M 8.93%
2,002,949
+103,934
3
$136M 8.07%
2,575,201
+3,497
4
$106M 6.29%
905,430
-10,181
5
$98.4M 5.84%
1,578,866
+1,335
6
$96.8M 5.75%
1,802,354
+557,847
7
$96M 5.7%
1,626,256
-31,936
8
$73.8M 4.38%
1,563,560
+84,272
9
$52.2M 3.1%
787,142
+13,677
10
$43.1M 2.56%
901,404
+7,977
11
$40.4M 2.4%
153,364
-4,484
12
$30.3M 1.8%
387,877
-1,266
13
$25.1M 1.49%
123,783
+48
14
$23M 1.37%
569,367
+5,794
15
$21.2M 1.26%
688,873
+1,929
16
$19.1M 1.13%
81,959
+545
17
$17.1M 1.01%
29,561
-43
18
$17M 1.01%
446,709
+16,224
19
$14.9M 0.88%
155,439
+356
20
$14.2M 0.85%
60,079
-537
21
$14M 0.83%
147,553
+6,405
22
$13.1M 0.78%
222,479
-6,410
23
$10.4M 0.62%
52,763
-1,087
24
$9.17M 0.54%
23,893
+37
25
$8.43M 0.5%
31,938
-2,970
1
2 3 4 5