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
201
$135K 0.02%
2,100
202
$129K 0.02%
1,262
203
$129K 0.02%
3,172
-580
204
$128K 0.02%
641
205
$128K 0.02%
7,464
206
$127K 0.02%
555
207
$125K 0.01%
2,283
208
$125K 0.01%
2,000
209
$124K 0.01%
2,261
210
$123K 0.01%
629
211
$123K 0.01%
4,500
212
$123K 0.01%
1,817
+57
213
$122K 0.01%
1,466
214
$120K 0.01%
1,404
215
$119K 0.01%
1,880
216
$118K 0.01%
2,500
217
$112K 0.01%
+1,000
218
$112K 0.01%
3,688
219
$107K 0.01%
2,880
220
$105K 0.01%
2,242
221
$103K 0.01%
+415
222
$102K 0.01%
1,255
223
$102K 0.01%
817
224
– –
-2,380
225
– –
-640
5 6 7 8
9