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
76
$1.13M 0.11%
9,615
-261
77
$1.13M 0.11%
3,775
-52
78
$1.1M 0.11%
6,799
-49
79
$1.09M 0.11%
35,081
+272
80
$1.09M 0.11%
11,507
-987
81
$1.08M 0.11%
16,966
-387
82
$1.03M 0.1%
7,615
+17
83
$1.02M 0.1%
7,877
+26
84
$1.02M 0.1%
3,637
-499
85
$1.01M 0.1%
66,710
+1,230
86
$998K 0.1%
14,936
+948
87
$990K 0.1%
13,846
-393
88
$963K 0.09%
21,251
-70
89
$910K 0.09%
11,819
-291
90
$908K 0.09%
3,698
+423
91
$866K 0.09%
15,502
-2,299
92
$845K 0.08%
3,717
-155
93
$816K 0.08%
9,331
-367
94
$807K 0.08%
4,051
-192
95
$779K 0.08%
14,485
96
$761K 0.07%
7,222
+1,149
97
$752K 0.07%
3,351
+66
98
$750K 0.07%
14,309
+560
99
$744K 0.07%
5,269
-180
100
$737K 0.07%
4,680
-95
2 3
4
5 6