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
201
$187K 0.02%
557
+1
202
$186K 0.02%
1,925
203
$185K 0.02%
4,054
-37
204
$185K 0.02%
1,428
205
$179K 0.01%
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-220
206
$175K 0.01%
4,124
207
$173K 0.01%
1,567
-57
208
$173K 0.01%
2,032
209
$172K 0.01%
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210
$168K 0.01%
346
211
$165K 0.01%
3,694
212
$165K 0.01%
700
213
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214
$162K 0.01%
1,636
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215
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3,035
216
$159K 0.01%
12,620
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217
$159K 0.01%
1,883
-1
218
$159K 0.01%
3,030
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219
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1,566
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220
$148K 0.01%
585
221
$146K 0.01%
2,159
222
$145K 0.01%
1,480
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223
$144K 0.01%
2,100
224
$143K 0.01%
1,568
225
$142K 0.01%
708
+19