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
151
$416K 0.03%
7,100
152
$411K 0.03%
3,725
-170
153
$407K 0.03%
5,020
154
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155
$373K 0.03%
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156
$371K 0.03%
9,483
157
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158
$358K 0.03%
785
159
$357K 0.03%
7,575
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160
$355K 0.03%
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161
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162
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163
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164
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165
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166
$331K 0.03%
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167
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168
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169
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170
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171
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172
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173
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2,511
-55
174
$294K 0.02%
1,428
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175
$282K 0.02%
5,854
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7
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