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
151
$275K 0.03%
4,020
-224
152
$274K 0.03%
4,503
+43
153
$274K 0.03%
5,807
+9
154
$272K 0.03%
6,750
155
$263K 0.03%
2,657
-90
156
$257K 0.03%
847
157
$252K 0.03%
3,033
-47
158
$251K 0.03%
411
+43
159
$251K 0.03%
1,705
-142
160
$249K 0.03%
2,324
161
$248K 0.03%
9,750
162
$235K 0.03%
5,537
-210
163
$235K 0.03%
919
+54
164
$235K 0.03%
2,888
165
$232K 0.03%
2,330
166
$231K 0.03%
1,545
167
$226K 0.03%
4,457
+2
168
$224K 0.03%
1,670
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169
$223K 0.03%
1,491
170
$223K 0.03%
500
-10
171
$223K 0.03%
1,051
-20
172
$219K 0.03%
4,801
-264
173
$211K 0.03%
1,058
174
$209K 0.02%
4,333
+23
175
$202K 0.02%
2,127
+17
5 6
7
8 9