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
101
$730K 0.07%
17,451
-2,389
102
$700K 0.07%
3,835
+354
103
$697K 0.07%
3,151
104
$674K 0.07%
+8,686
105
$663K 0.07%
16,534
-120
106
$661K 0.07%
33,920
+18,620
107
$650K 0.06%
7,108
+5,232
108
$647K 0.06%
6,221
-249
109
$643K 0.06%
3,407
-191
110
$632K 0.06%
8,758
-285
111
$618K 0.06%
5,424
-2,095
112
$592K 0.06%
6,162
+933
113
$590K 0.06%
9,375
+1,235
114
$586K 0.06%
13,747
-345
115
$562K 0.06%
7,060
-607
116
$555K 0.05%
2,250
+41
117
$545K 0.05%
7,576
118
$544K 0.05%
6,016
+9
119
$540K 0.05%
6,375
+612
120
$522K 0.05%
3,394
-316
121
$522K 0.05%
21,620
+10,420
122
$519K 0.05%
12,450
-1,284
123
$517K 0.05%
1,640
+1,132
124
$507K 0.05%
+34,041
125
$497K 0.05%
7,102
3 4
5
6 7