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
176
$197K 0.02%
1,549
177
$197K 0.02%
2,204
178
$193K 0.02%
1,722
179
$193K 0.02%
3,461
180
$192K 0.02%
814
-57
181
$192K 0.02%
2,731
-55
182
$189K 0.02%
2,637
+290
183
$185K 0.02%
3,051
-73
184
$183K 0.02%
1,030
+1
185
$178K 0.02%
8,967
-5,892
186
$175K 0.02%
700
187
$170K 0.02%
503
-125
188
$170K 0.02%
2,960
+5
189
$169K 0.02%
3,821
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190
$168K 0.02%
507
191
$164K 0.02%
2,038
+1
192
$159K 0.02%
3,605
193
$157K 0.02%
568
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194
$157K 0.02%
404
195
$152K 0.02%
800
196
$150K 0.02%
1,378
-125
197
$148K 0.02%
2,229
-265
198
$145K 0.02%
1,400
199
$142K 0.02%
10,272
200
$140K 0.02%
+1,379
5 6 7
8
9