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
1
$134M 16.01%
496,866
+948
2
$103M 12.28%
1,572,865
+69,247
3
$83.2M 9.91%
2,041,484
+70,906
4
$79.3M 9.45%
761,585
+18,264
5
$69.2M 8.24%
1,508,065
+13,710
6
$33.1M 3.94%
1,298,089
+56,995
7
$21.2M 2.53%
661,544
+28,699
8
$19.6M 2.33%
285,900
-4,992
9
$16.6M 1.98%
97,476
-959
10
$14M 1.67%
436,249
+38,094
11
$11.3M 1.34%
32,568
-649
12
$11.3M 1.34%
79,659
-149
13
$10.2M 1.21%
152,445
-373
14
$9.92M 1.18%
42,989
-1,513
15
$8.58M 1.02%
45,364
-425
16
$6.67M 0.8%
59,000
+283
17
$6.5M 0.77%
58,115
-958
18
$6.48M 0.77%
87,341
+171
19
$5.68M 0.68%
49,809
+3,708
20
$5.37M 0.64%
72,632
-586
21
$5.14M 0.61%
86,985
-4,126
22
$5.12M 0.61%
13,148
-48
23
$4.23M 0.5%
65,666
+130
24
$4.06M 0.48%
14,992
+488
25
$3.87M 0.46%
209,936
-130
1
2 3 4 5