AIM

Acropolis Investment Management Portfolio holdings

AUM $2.22B
1-Year Est. Return 14.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.05%
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
+$5.11M
2
+$3.43M
3
+$3.29M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.08M
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$2.94M

Top Sells

1
+$4.85M
2
+$1.2M
3
+$622K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$557K
5
PG icon
Procter & Gamble
PG
+$485K

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
251
$106K 0.01%
+1,400
252
$105K 0.01%
2,880
253
$104K 0.01%
1,689
-444
254
$103K 0.01%
+1,600
255
$100K 0.01%
1,996
-517
256
– –
-1,925
257
– –
-3,694
7 8 9 10
11