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
$1.02B
AUM Growth
-$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$16.5M
3
+$10.8M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$5.7M
5
BND icon
Vanguard Total Bond Market
BND
+$5.29M

Top Sells

1
+$4.18M
2
+$3.57M
3
+$3.15M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.24M

Sector Composition

1 Technology 2.3%
2 Healthcare 1.69%
3 Consumer Staples 1.62%
4 Financials 1.59%
5 Industrials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$114K 0.01%
+420
227
$113K 0.01%
1,834
-25
228
$111K 0.01%
507
229
$111K 0.01%
641
230
$110K 0.01%
3,159
231
$109K 0.01%
714
232
$108K 0.01%
1,410
233
$107K 0.01%
2,324
+31
234
$106K 0.01%
1,262
235
$106K 0.01%
1,370
236
$105K 0.01%
1,509
-5
237
$101K 0.01%
+5,410
238
– –
-1,400
239
– –
-3,461
240
– –
-1,303
241
– –
-1,466
242
– –
-7,037
243
– –
-663
244
– –
-555
245
– –
-525
246
– –
-359
247
– –
-873
248
– –
-8,949
249
– –
-3,688
250
– –
-1,530
7 8 9
10
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