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
151
$292K 0.03%
5,510
+135
152
$284K 0.03%
3,472
-564
153
$266K 0.03%
1,071
-6
154
$264K 0.03%
4,800
155
$251K 0.03%
2,324
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156
$250K 0.03%
847
157
$242K 0.02%
9,750
158
$239K 0.02%
6,750
159
$239K 0.02%
2,860
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160
$235K 0.02%
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161
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1,058
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162
$233K 0.02%
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163
$231K 0.02%
5,924
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164
$230K 0.02%
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165
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-300
166
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167
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3,700
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168
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169
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170
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1,491
171
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1,924
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172
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1,026
173
$198K 0.02%
3,461
174
$197K 0.02%
3,855
175
$194K 0.02%
3,124
+67
5 6
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