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
1
$178M 17.52%
513,697
-5,192
2
$109M 10.67%
1,442,089
+70,270
3
$93.3M 9.17%
2,286,970
+126,766
4
$76.8M 7.55%
830,555
+17,656
5
$68.9M 6.77%
1,521,950
+1,040
6
$49.1M 4.83%
1,026,766
-65,791
7
$35.2M 3.47%
425,748
+198,858
8
$30.1M 2.96%
722,219
+22,636
9
$27.6M 2.71%
160,227
+62,826
10
$21.6M 2.13%
367,395
+13,002
11
$19.5M 1.92%
386,328
+384,045
12
$16.7M 1.64%
217,832
-54,374
13
$14.6M 1.44%
122,408
+14,538
14
$13.8M 1.36%
462,457
+1,200
15
$12.9M 1.27%
34,052
+1,843
16
$10.9M 1.07%
79,631
-306
17
$10.6M 1.04%
59,999
+6,515
18
$9.56M 0.94%
158,375
+7,073
19
$9.55M 0.94%
48,510
+5,852
20
$8.17M 0.8%
59,464
+1,094
21
$6.48M 0.64%
126,851
-13,686
22
$5.82M 0.57%
11,337
-62
23
$5.7M 0.56%
+130,740
24
$5.61M 0.55%
114,379
-2,527
25
$4.33M 0.43%
19,425
-167
1
2 3 4 5