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
126
$445K 0.05%
12,135
+1
127
$444K 0.05%
6,304
128
$428K 0.05%
3,775
-242
129
$427K 0.05%
1,784
-75
130
$409K 0.05%
4,971
+4
131
$386K 0.05%
3,735
132
$379K 0.05%
15,428
-88
133
$378K 0.05%
7,226
-918
134
$373K 0.04%
8,700
135
$371K 0.04%
1,944
-24
136
$364K 0.04%
2,414
+1
137
$363K 0.04%
3,261
138
$354K 0.04%
5,879
-299
139
$353K 0.04%
9,746
140
$349K 0.04%
880
141
$348K 0.04%
970
142
$341K 0.04%
2,617
+2
143
$339K 0.04%
1,029
+84
144
$325K 0.04%
+1,596
145
$324K 0.04%
3,390
-180
146
$323K 0.04%
2,860
147
$312K 0.04%
3,277
148
$301K 0.04%
1,805
149
$296K 0.04%
4,800
150
$282K 0.03%
11,979
+1,911
4 5
6
7 8