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
1
$208M 17.06%
551,848
+3,843
2
$126M 10.38%
1,710,724
+64,617
3
$109M 8.97%
2,416,945
-9,872
4
$84.2M 6.92%
871,112
-235
5
$77.2M 6.34%
1,543,065
+4,220
6
$59.9M 4.92%
1,286,051
+56,113
7
$50.3M 4.13%
980,146
+209,313
8
$33.1M 2.72%
177,369
-3,944
9
$32M 2.63%
791,911
+27,028
10
$27.5M 2.26%
411,422
-8,095
11
$24.4M 2%
+475,740
12
$16.5M 1.35%
325,615
-149,194
13
$15.8M 1.29%
487,401
-20,408
14
$13.4M 1.1%
228,707
-523,126
15
$13.3M 1.09%
80,764
-118
16
$13.3M 1.09%
32,325
-734
17
$11.7M 0.96%
61,497
-2,313
18
$10.7M 0.88%
+76,855
19
$10.2M 0.84%
160,307
-2,592
20
$9.98M 0.82%
84,798
-1,264
21
$9.72M 0.8%
+137,127
22
$9.6M 0.79%
297,929
+293,634
23
$8.96M 0.74%
59,033
-963
24
$8.7M 0.72%
+354,179
25
$8.41M 0.69%
39,874
-1,699
1
2 3 4 5