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
126
$579K 0.05%
11,190
-447
127
$574K 0.05%
5,268
+1,377
128
$569K 0.04%
17,889
-934
129
$562K 0.04%
14,210
+24
130
$542K 0.04%
16,656
131
$539K 0.04%
15,176
+360
132
$534K 0.04%
24,400
133
$530K 0.04%
1,846
-9
134
$524K 0.04%
21,284
135
$524K 0.04%
3,006
-1
136
$516K 0.04%
6,809
-1,214
137
$514K 0.04%
6,290
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138
$505K 0.04%
8,792
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139
$497K 0.04%
2,020
140
$495K 0.04%
4,243
-338
141
$491K 0.04%
14,576
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142
$464K 0.04%
3,783
143
$459K 0.04%
4,629
144
$458K 0.04%
6,178
-1
145
$447K 0.04%
3,319
+1,013
146
$444K 0.03%
8,514
147
$428K 0.03%
5,740
148
$428K 0.03%
968
149
$426K 0.03%
12,886
+2,267
150
$417K 0.03%
3,817
-240
4 5
6
7 8