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
151
$350K 0.03%
2,441
+362
152
$349K 0.03%
2,475
+290
153
$342K 0.03%
+3,363
154
$331K 0.03%
3,116
-33,629
155
$324K 0.03%
3,216
-738
156
$322K 0.03%
8,909
157
$307K 0.03%
939
+59
158
$302K 0.03%
12,645
+717
159
$301K 0.03%
12,588
+8,314
160
$287K 0.03%
2,696
-100
161
$285K 0.03%
8,700
162
$282K 0.03%
3,045
+27
163
$280K 0.03%
3,208
-111
164
$276K 0.03%
+13,275
165
$272K 0.03%
2,860
166
$270K 0.03%
3,303
+21
167
$266K 0.03%
2,938
+50
168
$262K 0.03%
6,750
169
$249K 0.02%
3,485
+23
170
$246K 0.02%
513
+9
171
$242K 0.02%
4,800
172
$240K 0.02%
2,970
-220
173
$239K 0.02%
982
+16
174
$238K 0.02%
5,841
+13
175
$229K 0.02%
1,764
+19
5 6
7
8 9