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
51
$2.39M 0.2%
5,826
52
$2.32M 0.19%
13,556
+51
53
$2.31M 0.19%
7,479
+299
54
$2.29M 0.19%
24,626
-175
55
$2.24M 0.18%
9,924
-70
56
$2.09M 0.17%
20,977
-2,204
57
$2.08M 0.17%
13,115
+409
58
$1.93M 0.16%
6,750
-2
59
$1.91M 0.16%
4,048
60
$1.89M 0.16%
8,387
61
$1.87M 0.15%
17,578
+454
62
$1.85M 0.15%
66,630
-830
63
$1.79M 0.15%
7,280
+108
64
$1.75M 0.14%
12,704
+36
65
$1.69M 0.14%
17,907
+241
66
$1.68M 0.14%
33,928
+981
67
$1.67M 0.14%
5,663
-13
68
$1.67M 0.14%
6,746
+46
69
$1.63M 0.13%
15,817
+7
70
$1.63M 0.13%
18,511
+318
71
$1.57M 0.13%
36,940
+1,545
72
$1.52M 0.13%
6,236
73
$1.51M 0.12%
3,285
-19
74
$1.49M 0.12%
7,475
+295
75
$1.48M 0.12%
3,588
-26
1 2
3
4 5