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
$839M
AUM Growth
-$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.89M
3
+$1.9M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.45M
5
IMTM icon
iShares MSCI Intl Momentum Factor ETF
IMTM
+$1.23M

Top Sells

1
+$349K
2
+$342K
3
+$244K
4
TJX icon
TJX Companies
TJX
+$232K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$225K

Sector Composition

1 Technology 3.14%
2 Industrials 2%
3 Financials 1.9%
4 Healthcare 1.8%
5 Consumer Discretionary 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.88M 0.22%
5,753
-13
52
$1.85M 0.22%
18,514
+739
53
$1.84M 0.22%
6,279
-35
54
$1.76M 0.21%
45,255
+1,950
55
$1.69M 0.2%
11,716
+492
56
$1.68M 0.2%
30,280
+811
57
$1.67M 0.2%
17,304
+898
58
$1.65M 0.2%
10,296
59
$1.61M 0.19%
28,051
-42
60
$1.49M 0.18%
24,413
-3,806
61
$1.42M 0.17%
4,151
-50
62
$1.42M 0.17%
6,313
+295
63
$1.36M 0.16%
26,218
+744
64
$1.36M 0.16%
9,763
+1,312
65
$1.34M 0.16%
4,977
-65
66
$1.33M 0.16%
3,877
-50
67
$1.32M 0.16%
3,969
-330
68
$1.25M 0.15%
20,110
+250
69
$1.25M 0.15%
3,360
70
$1.22M 0.15%
6,171
+144
71
$1.18M 0.14%
58,840
72
$1.15M 0.14%
5,655
+280
73
$1.15M 0.14%
7,941
+322
74
$1.11M 0.13%
20,643
+1,045
75
$1.09M 0.13%
15,295
+1,177
1 2
3
4 5