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
1
$182M 18.63%
500,605
+5,198
2
$117M 11.99%
1,385,984
+170,098
3
$96.2M 9.83%
1,958,900
+29,159
4
$81.8M 8.36%
753,698
-63,031
5
$80.4M 8.21%
1,544,440
-118,485
6
$64.1M 6.55%
1,201,514
+131,881
7
$32M 3.27%
615,161
+3,686
8
$21.4M 2.19%
297,570
-5,941
9
$18.9M 1.93%
102,192
-2,385
10
$13.9M 1.42%
369,371
+52,055
11
$13.7M 1.4%
34,332
-254
12
$10.4M 1.06%
48,527
-5,180
13
$10.3M 1.05%
84,214
+3,487
14
$10.2M 1.05%
46,281
-2,833
15
$9.98M 1.02%
153,217
-1,417
16
$8.37M 0.85%
59,229
-3,136
17
$6.7M 0.68%
93,251
-7,988
18
$6.68M 0.68%
58,719
+1,084
19
$6.15M 0.63%
47,331
+36,768
20
$6.02M 0.62%
93,548
-2,395
21
$5.55M 0.57%
75,103
-3,183
22
$5.04M 0.51%
66,384
-4,477
23
$4.98M 0.51%
13,391
+64
24
$4.56M 0.47%
242,420
-1,658
25
$3.97M 0.41%
62,067
+1,632
1
2 3 4 5