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
101
$704K 0.07%
2,899
+25
102
$685K 0.07%
6,587
+2,264
103
$665K 0.07%
3,217
+29
104
$644K 0.07%
9,433
105
$641K 0.07%
20,534
+9,234
106
$623K 0.06%
12,049
-2
107
$615K 0.06%
5,299
+1,736
108
$601K 0.06%
7,866
-338
109
$591K 0.06%
5,140
+2,647
110
$582K 0.06%
10,516
-400
111
$570K 0.06%
2,543
-50
112
$555K 0.06%
3,921
-444
113
$546K 0.06%
8,939
114
$532K 0.05%
7,102
115
$511K 0.05%
4,074
+1,090
116
$502K 0.05%
8,367
+5,169
117
$500K 0.05%
10,114
118
$499K 0.05%
3,009
+1,009
119
$488K 0.05%
5,996
+200
120
$485K 0.05%
10,646
121
$484K 0.05%
4,097
-225
122
$474K 0.05%
5,492
123
$470K 0.05%
6,536
-397
124
$466K 0.05%
8,841
-366
125
$460K 0.05%
7,505
+3,375
3 4
5
6 7