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
51
$1.75M 0.17%
4,065
+850
52
$1.74M 0.17%
8,387
-900
53
$1.73M 0.17%
16,290
+570
54
$1.64M 0.16%
3,391
+195
55
$1.58M 0.15%
7,208
-611
56
$1.58M 0.15%
5,773
+105
57
$1.52M 0.15%
5,531
-71
58
$1.51M 0.15%
32,010
-193
59
$1.44M 0.14%
38,448
-3,650
60
$1.42M 0.14%
13,125
-1,060
61
$1.41M 0.14%
14,507
-1,623
62
$1.4M 0.14%
10,629
+2,299
63
$1.36M 0.13%
17,946
-59
64
$1.32M 0.13%
26,043
-1,199
65
$1.3M 0.13%
21,343
+1,158
66
$1.29M 0.13%
6,551
-27
67
$1.29M 0.13%
6,673
-404
68
$1.26M 0.12%
9,511
+143
69
$1.25M 0.12%
8,695
-484
70
$1.21M 0.12%
9,550
+731
71
$1.21M 0.12%
6,920
+122
72
$1.21M 0.12%
9,445
+679
73
$1.18M 0.12%
7,894
+2,035
74
$1.18M 0.12%
23,313
-475
75
$1.15M 0.11%
29,312
-540
1 2
3
4 5