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
26
$4.27M 0.42%
78,139
-3,328
27
$4.23M 0.42%
65,455
-1,113
28
$3.94M 0.39%
38,775
-12,164
29
$3.93M 0.39%
43,169
+5,628
30
$3.83M 0.38%
14,917
+174
31
$3.77M 0.37%
21,232
-305
32
$3.63M 0.36%
89,505
+1,218
33
$3.57M 0.35%
226,896
-45,986
34
$3.57M 0.35%
57,062
-5,525
35
$3.28M 0.32%
22,613
-1,000
36
$3.04M 0.3%
17,974
-22
37
$2.88M 0.28%
19,871
-61
38
$2.73M 0.27%
31,900
+281
39
$2.55M 0.25%
15,296
+140
40
$2.48M 0.24%
19,491
-1,354
41
$2.32M 0.23%
13,737
-130
42
$2.23M 0.22%
11,317
+580
43
$2.2M 0.22%
5,824
+169
44
$2.19M 0.22%
20,140
+540
45
$2.05M 0.2%
18,239
-438
46
$2.03M 0.2%
25,347
-30
47
$1.97M 0.19%
10,017
-5
48
$1.94M 0.19%
46,005
+120
49
$1.91M 0.19%
6,878
+241
50
$1.81M 0.18%
7,117
-173
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