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
126
$596K 0.05%
8,023
-1,837
127
$584K 0.05%
5,965
-37
128
$569K 0.05%
7,296
-280
129
$569K 0.05%
3,058
-25
130
$560K 0.05%
14,186
-310
131
$553K 0.05%
5,296
132
$537K 0.04%
21,284
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133
$535K 0.04%
16,656
134
$531K 0.04%
6,145
-1,860
135
$522K 0.04%
8,419
+296
136
$512K 0.04%
24,400
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137
$504K 0.04%
14,816
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138
$496K 0.04%
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139
$490K 0.04%
9,072
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140
$482K 0.04%
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141
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143
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144
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2,020
145
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146
$449K 0.04%
4,427
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147
$426K 0.04%
7,100
148
$423K 0.03%
9,483
149
$412K 0.03%
5,020
+376
150
$410K 0.03%
8,514
4 5
6
7 8