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
51
$2.77M 0.22%
19,026
+240
52
$2.75M 0.22%
65,090
-1,540
53
$2.6M 0.2%
10,929
+1,005
54
$2.57M 0.2%
5,802
-24
55
$2.51M 0.2%
23,010
-1,616
56
$2.31M 0.18%
13,307
-249
57
$2.22M 0.17%
13,423
+308
58
$2.11M 0.17%
16,155
+338
59
$2.05M 0.16%
6,628
-122
60
$2.04M 0.16%
8,387
61
$2.01M 0.16%
17,422
-156
62
$2.01M 0.16%
14,132
+1,428
63
$1.98M 0.16%
20,244
-733
64
$1.89M 0.15%
6,575
-171
65
$1.86M 0.15%
4,048
66
$1.68M 0.13%
17,617
-290
67
$1.67M 0.13%
5,371
-292
68
$1.66M 0.13%
7,366
-109
69
$1.59M 0.12%
33,775
-153
70
$1.57M 0.12%
18,424
-87
71
$1.56M 0.12%
5,682
-554
72
$1.55M 0.12%
37,200
+260
73
$1.46M 0.11%
3,961
+1,049
74
$1.45M 0.11%
3,574
-14
75
$1.41M 0.11%
11,875
+1,875
1 2
3
4 5