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
76
$1.14M 0.12%
5,971
+1,034
77
$1.04M 0.11%
7,740
+23
78
$1.02M 0.1%
7,644
-1,214
79
$971K 0.1%
13,096
+2,297
80
$957K 0.1%
17,947
+754
81
$935K 0.1%
7,287
+577
82
$887K 0.09%
3,483
-30
83
$879K 0.09%
16,774
-4,760
84
$862K 0.09%
13,649
-796
85
$853K 0.09%
4,307
+1,906
86
$847K 0.09%
16,770
-375
87
$820K 0.08%
22,791
+2,388
88
$769K 0.08%
5,527
+1,158
89
$763K 0.08%
4,200
-140
90
$763K 0.08%
8,453
-3,337
91
$756K 0.08%
15,409
+2
92
$755K 0.08%
5,658
+757
93
$746K 0.08%
55,920
+2,600
94
$740K 0.08%
14,458
+6,440
95
$734K 0.08%
5,769
-2,821
96
$722K 0.07%
3,243
+198
97
$719K 0.07%
5,421
-168
98
$717K 0.07%
9,108
-1,531
99
$715K 0.07%
6,547
-1,215
100
$706K 0.07%
5,508
+2,440
2 3
4
5 6