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
76
$1.36M 0.11%
9,649
-198
77
$1.35M 0.11%
6,856
-424
78
$1.31M 0.1%
2,948
-337
79
$1.3M 0.1%
31,404
-398
80
$1.28M 0.1%
22,381
-721
81
$1.25M 0.1%
9,049
+1,009
82
$1.23M 0.1%
12,585
+235
83
$1.2M 0.09%
8,669
+913
84
$1.16M 0.09%
9,127
-250
85
$1.13M 0.09%
20,305
-1,130
86
$1.12M 0.09%
13,840
-118
87
$1.11M 0.09%
5,022
+443
88
$1.11M 0.09%
4,509
-117
89
$1.09M 0.09%
12,900
-210
90
$1.08M 0.08%
3,268
-54
91
$1.08M 0.08%
9,871
-172
92
$1.05M 0.08%
28,262
-2,634
93
$1.04M 0.08%
25,453
+652
94
$982K 0.08%
10,697
+277
95
$937K 0.07%
10,494
-1,092
96
$930K 0.07%
5,070
+129
97
$929K 0.07%
9,963
-3,829
98
$879K 0.07%
26,286
-3,347
99
$867K 0.07%
11,465
+305
100
$860K 0.07%
3,285
+79
2 3
4
5 6