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
176
$281K 0.02%
2,945
-1
177
$265K 0.02%
8,150
178
$262K 0.02%
11,795
179
$261K 0.02%
2,970
180
$260K 0.02%
5,854
181
$259K 0.02%
4,800
182
$255K 0.02%
514
+11
183
$242K 0.02%
948
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184
$241K 0.02%
6,370
185
$238K 0.02%
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186
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2,865
187
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977
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188
$236K 0.02%
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189
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-50
190
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191
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192
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193
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194
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195
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602
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196
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925
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197
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2,650
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198
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3,604
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199
$192K 0.02%
790
200
$188K 0.02%
4,284
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