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
76
$1.39M 0.11%
9,847
+262
77
$1.31M 0.11%
13,792
-24
78
$1.3M 0.11%
8,736
+36
79
$1.28M 0.1%
10,000
+423
80
$1.21M 0.1%
9,377
-93
81
$1.21M 0.1%
31,802
+2,727
82
$1.2M 0.1%
30,896
+981
83
$1.19M 0.1%
21,435
+19
84
$1.16M 0.1%
11,586
+949
85
$1.16M 0.1%
13,958
86
$1.15M 0.09%
23,102
+92
87
$1.12M 0.09%
12,350
+9,940
88
$1.11M 0.09%
10,043
+109
89
$1.11M 0.09%
4,626
-376
90
$1.08M 0.09%
8,040
+32
91
$1.04M 0.09%
7,756
+651
92
$1.04M 0.09%
24,801
+2,000
93
$1.03M 0.08%
13,110
-1,292
94
$981K 0.08%
5,926
+409
95
$978K 0.08%
10,420
+789
96
$975K 0.08%
3,322
-268
97
$968K 0.08%
29,633
-4,119
98
$965K 0.08%
10,982
-240
99
$963K 0.08%
4,941
+335
100
$935K 0.08%
4,579
-189