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
176
$202K 0.02%
901
+35
177
$202K 0.02%
2,410
178
$200K 0.02%
1,491
179
$194K 0.02%
2,107
180
$193K 0.02%
2,770
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181
$190K 0.02%
945
182
$189K 0.02%
404
183
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1,030
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184
$187K 0.02%
822
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185
$186K 0.02%
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-54
186
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4,333
187
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542
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188
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189
$168K 0.02%
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190
$167K 0.02%
3,343
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191
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$162K 0.02%
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193
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194
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195
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4,752
196
$159K 0.02%
3,160
197
$158K 0.02%
4,030
+277
198
$155K 0.02%
3,862
+14
199
$152K 0.01%
700
200
$152K 0.01%
+6,645