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
76
$1.05M 0.13%
7,792
+24
77
$994K 0.12%
7,310
-128
78
$989K 0.12%
24,590
+1,075
79
$984K 0.12%
4,132
-65
80
$953K 0.11%
4,301
+89
81
$948K 0.11%
17,270
+500
82
$886K 0.11%
5,600
+1,061
83
$881K 0.11%
6,546
+1,710
84
$871K 0.1%
16,632
+1,283
85
$860K 0.1%
4,530
-877
86
$850K 0.1%
5,922
-1,040
87
$849K 0.1%
6,144
+265
88
$846K 0.1%
6,670
+753
89
$841K 0.1%
24,524
+2,643
90
$837K 0.1%
3,252
+27
91
$797K 0.09%
13,589
-780
92
$797K 0.09%
16,608
-986
93
$795K 0.09%
6,239
+1,775
94
$778K 0.09%
4,908
-135
95
$777K 0.09%
8,260
+2
96
$774K 0.09%
3,531
-62
97
$763K 0.09%
5,846
+335
98
$746K 0.09%
3,891
-75
99
$743K 0.09%
2,866
-15
100
$737K 0.09%
14,245
+296
2 3
4
5 6