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
176
$193K 0.02%
2,125
+375
177
$192K 0.02%
368
+28
178
$191K 0.02%
1,640
179
$188K 0.02%
4,454
-4
180
$187K 0.02%
871
181
$184K 0.02%
+1,111
182
$184K 0.02%
522
-4
183
$176K 0.02%
800
184
$176K 0.02%
1,590
+190
185
$176K 0.02%
1,722
186
$171K 0.02%
1,545
187
$171K 0.02%
541
188
$169K 0.02%
404
+2
189
$164K 0.02%
975
+1
190
$163K 0.02%
2,100
191
$158K 0.02%
2,000
192
$153K 0.02%
2,347
193
$148K 0.02%
507
194
$145K 0.01%
2,122
-76
195
$145K 0.01%
3,752
-601
196
$143K 0.01%
4,500
197
$139K 0.01%
2,242
198
$134K 0.01%
1,400
199
$131K 0.01%
1,466
200
$123K 0.01%
+10,037
5 6 7
8
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