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
26
$6.68M 0.55%
136,823
+747
27
$5.78M 0.48%
+139,482
28
$5.66M 0.46%
11,968
+1,121
29
$5.6M 0.46%
51,946
+1,318
30
$4.96M 0.41%
100,896
+441
31
$4.96M 0.41%
19,880
-93
32
$4.54M 0.37%
15,734
+700
33
$4.3M 0.35%
61,455
-349
34
$4.29M 0.35%
56,120
-5,358
35
$4.14M 0.34%
237,680
-11,426
36
$3.74M 0.31%
62,826
-6,235
37
$3.73M 0.31%
34,024
-35
38
$3.67M 0.3%
51,288
-2,689
39
$3.61M 0.3%
23,294
+189
40
$3.51M 0.29%
42,288
-177
41
$3.48M 0.29%
+131,545
42
$3.42M 0.28%
22,471
43
$3.31M 0.27%
20,316
+396
44
$3.06M 0.25%
17,160
-685
45
$2.88M 0.24%
27,764
+3,309
46
$2.79M 0.23%
15,286
-31
47
$2.75M 0.23%
12,691
+41
48
$2.59M 0.21%
45,705
+90
49
$2.52M 0.21%
16,703
-1,526
50
$2.45M 0.2%
18,786
+286
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