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
$979M
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$7.04M
3
+$4.78M
4
IMTM icon
iShares MSCI Intl Momentum Factor ETF
IMTM
+$1.96M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.89M

Top Sells

1
+$6.84M
2
+$6.17M
3
+$1.45M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.11M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$627K

Sector Composition

1 Technology 2.5%
2 Industrials 1.84%
3 Healthcare 1.54%
4 Financials 1.5%
5 Consumer Discretionary 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.86M 0.19%
17,761
+978
52
$1.84M 0.19%
6,040
-321
53
$1.84M 0.19%
33,577
54
$1.75M 0.18%
4,689
-80
55
$1.72M 0.18%
6,235
+370
56
$1.65M 0.17%
6,229
+347
57
$1.59M 0.16%
10,533
-34
58
$1.57M 0.16%
6,070
+143
59
$1.56M 0.16%
28,028
+2,455
60
$1.56M 0.16%
11,053
+529
61
$1.55M 0.16%
28,737
+2,206
62
$1.54M 0.16%
26,511
+1,373
63
$1.5M 0.15%
44,340
+5,115
64
$1.47M 0.15%
3,982
65
$1.47M 0.15%
4,602
-135
66
$1.36M 0.14%
5,327
-381
67
$1.33M 0.14%
9,072
-3,638
68
$1.3M 0.13%
16,694
+2,278
69
$1.23M 0.13%
3,424
70
$1.23M 0.13%
4,567
-151
71
$1.19M 0.12%
5,136
+932
72
$1.16M 0.12%
19,348
+1,275
73
$1.15M 0.12%
6,096
-818
74
$1.15M 0.12%
19,851
-1,148
75
$1.14M 0.12%
8,415
+308
1 2
3
4 5