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
201
$122K 0.01%
4,673
202
$120K 0.01%
1,880
203
$120K 0.01%
7,464
204
$115K 0.01%
2,500
205
$115K 0.01%
2,272
-511
206
$113K 0.01%
641
207
$111K 0.01%
+2,035
208
$108K 0.01%
2,400
209
$108K 0.01%
629
-215
210
$108K 0.01%
3,405
-76
211
$105K 0.01%
+2,720
212
$104K 0.01%
1,255
213
$101K 0.01%
+1,831
214
$101K 0.01%
+1,798
215
– –
-5,037
216
– –
-984
217
– –
-555
218
– –
-3,543
219
– –
-5,830
5 6 7 8
9