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
101
$838K 0.07%
7,294
+4
102
$838K 0.07%
5,521
-3,215
103
$832K 0.07%
2,743
+60
104
$826K 0.06%
9,873
-1,109
105
$823K 0.06%
3,898
+50
106
$819K 0.06%
6,206
+280
107
$791K 0.06%
3,488
-114
108
$768K 0.06%
1,724
-62
109
$747K 0.06%
10,241
+65
110
$742K 0.06%
11,610
111
$732K 0.06%
16,388
+1,002
112
$725K 0.06%
4,043
-475
113
$720K 0.06%
2,413
+72
114
$717K 0.06%
4,222
-164
115
$712K 0.06%
24,829
+612
116
$682K 0.05%
3,787
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117
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7,946
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118
$662K 0.05%
11,815
-1,220
119
$660K 0.05%
1,677
+26
120
$657K 0.05%
8,694
-1
121
$633K 0.05%
2,941
-140
122
$633K 0.05%
17,244
-107
123
$629K 0.05%
6,957
-93
124
$615K 0.05%
8,292
-535
125
$585K 0.05%
5,967
+2
3 4
5
6 7