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
101
$934K 0.08%
2,912
-462
102
$923K 0.08%
4,386
+25
103
$876K 0.07%
4,518
+404
104
$851K 0.07%
11,160
-16,910
105
$817K 0.07%
3,848
-40
106
$805K 0.07%
11,610
-8
107
$801K 0.07%
7,290
+5
108
$764K 0.06%
3,602
-4
109
$731K 0.06%
10,176
+2,310
110
$712K 0.06%
13,035
-825
111
$708K 0.06%
17,351
+1,258
112
$707K 0.06%
2,683
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113
$707K 0.06%
1,786
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114
$703K 0.06%
3,081
115
$693K 0.06%
8,695
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116
$693K 0.06%
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117
$683K 0.06%
15,386
+1,257
118
$679K 0.06%
18,823
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119
$665K 0.05%
3,206
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120
$659K 0.05%
8,827
-182
121
$655K 0.05%
2,341
+22
122
$618K 0.05%
4,581
123
$614K 0.05%
7,050
+2
124
$608K 0.05%
11,637
-1,184
125
$600K 0.05%
1,651
-1