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
$1.22B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1 +$24.4M
2 +$10.7M
3 +$10.7M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$9.72M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$9.46M

Top Sells

1 +$30.6M
2 +$7.54M
3 +$1.29M
4
VV icon
Vanguard Large-Cap ETF
VV
+$737K
5
IMTM icon
iShares MSCI Intl Momentum Factor ETF
IMTM
+$660K

Sector Composition

1 Technology 2.24%
2 Healthcare 1.55%
3 Consumer Staples 1.53%
4 Industrials 1.43%
5 Financials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$139K 0.01%
2,900
-4,655
227
$138K 0.01%
1,488
+2
228
$137K 0.01%
396
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229
$136K 0.01%
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$135K 0.01%
902
+3
231
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232
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233
$130K 0.01%
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235
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236
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238
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240
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241
$121K 0.01%
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$120K 0.01%
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243
$118K 0.01%
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246
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248
$109K 0.01%
2,325
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249
$108K 0.01%
+2,880
250
$107K 0.01%
1,370