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
26
$6.86M 0.54%
139,116
+2,293
27
$6.55M 0.51%
147,097
+7,615
28
$5.85M 0.46%
20,670
+790
29
$5.58M 0.44%
11,600
-368
30
$5.55M 0.44%
52,036
+90
31
$5.49M 0.43%
16,135
+401
32
$5.19M 0.41%
98,994
-1,902
33
$4.5M 0.35%
61,667
+212
34
$4.18M 0.33%
234,520
-3,160
35
$3.81M 0.3%
50,441
-5,679
36
$3.68M 0.29%
137,115
+5,570
37
$3.59M 0.28%
21,713
-1,581
38
$3.57M 0.28%
60,561
-2,265
39
$3.54M 0.28%
22,416
-55
40
$3.54M 0.28%
48,774
-2,514
41
$3.46M 0.27%
28,873
+1,109
42
$3.08M 0.24%
36,823
-5,465
43
$3.07M 0.24%
13,375
+684
44
$3.04M 0.24%
28,321
-5,703
45
$2.95M 0.23%
18,732
-1,584
46
$2.89M 0.23%
15,611
+325
47
$2.86M 0.22%
44,910
-795
48
$2.85M 0.22%
16,389
-314
49
$2.82M 0.22%
15,075
-2,085
50
$2.77M 0.22%
8,136
+657
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