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
$1.28B
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$5.39M
2
+$3.4M
3
+$3.38M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.07M
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$3.05M

Top Sells

1
+$5.12M
2
+$1.26M
3
+$612K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$559K
5
PG icon
Procter & Gamble
PG
+$488K

Sector Composition

1 Technology 2.53%
2 Healthcare 1.5%
3 Industrials 1.4%
4 Financials 1.37%
5 Consumer Staples 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$141K 0.01%
1,312
-255
227
$141K 0.01%
+36,819
228
$141K 0.01%
2,000
-1,417
229
$139K 0.01%
4,523
230
$139K 0.01%
689
-1
231
$136K 0.01%
2,002
232
$136K 0.01%
1,523
233
$135K 0.01%
658
-50
234
$134K 0.01%
3,180
-910
235
$134K 0.01%
2,100
236
$134K 0.01%
1,370
+129
237
$132K 0.01%
2,018
-141
238
$132K 0.01%
1,364
-204
239
$128K 0.01%
507
240
$127K 0.01%
2,971
+9
241
$126K 0.01%
2,229
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242
$125K 0.01%
4,760
243
$124K 0.01%
1,570
244
$123K 0.01%
1,262
245
$121K 0.01%
697
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246
$113K 0.01%
5,410
247
$112K 0.01%
1,682
-40
248
$110K 0.01%
393
-90
249
$109K 0.01%
1,172
+2
250
$107K 0.01%
2,323
-2
7 8 9
10
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