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
126
$456K 0.05%
1,968
+1
127
$455K 0.05%
12,552
+401
128
$443K 0.05%
1,952
-134
129
$443K 0.05%
3,699
+25
130
$432K 0.04%
18,903
-200
131
$422K 0.04%
1,859
-50
132
$415K 0.04%
7,752
-4,799
133
$399K 0.04%
3,735
+182
134
$391K 0.04%
4,799
-1,537
135
$389K 0.04%
+5,035
136
$386K 0.04%
3,261
+16
137
$386K 0.04%
9,746
138
$382K 0.04%
11,224
139
$374K 0.04%
8,700
140
$373K 0.04%
14,980
141
$373K 0.04%
4,965
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142
$339K 0.03%
2,579
+215
143
$331K 0.03%
2,251
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144
$327K 0.03%
3,555
-490
145
$319K 0.03%
2,503
-143
146
$317K 0.03%
883
147
$314K 0.03%
1,895
148
$314K 0.03%
3,570
149
$314K 0.03%
970
150
$306K 0.03%
3,108