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
101
$729K 0.09%
10,584
+1,325
102
$717K 0.09%
3,282
+31
103
$701K 0.08%
5,512
104
$698K 0.08%
7,469
+368
105
$690K 0.08%
3,837
+408
106
$688K 0.08%
10,714
+846
107
$655K 0.08%
11,622
-950
108
$650K 0.08%
7,866
109
$639K 0.08%
11,934
-296
110
$623K 0.07%
9,055
-92
111
$623K 0.07%
5,790
-330
112
$622K 0.07%
3,721
-80
113
$599K 0.07%
4,820
-300
114
$597K 0.07%
10,079
-938
115
$586K 0.07%
7,290
116
$553K 0.07%
7,102
117
$548K 0.07%
4,760
-105
118
$511K 0.06%
12,735
+181
119
$503K 0.06%
2,118
-115
120
$476K 0.06%
6,408
-1,720
121
$475K 0.06%
4,032
122
$462K 0.06%
5,864
-132
123
$458K 0.05%
10,410
-236
124
$458K 0.05%
8,909
+95
125
$455K 0.05%
10,114
3 4
5
6 7