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
176
$279K 0.02%
519
+5
177
$278K 0.02%
2,970
178
$278K 0.02%
2,944
-1
179
$276K 0.02%
2,521
-2,775
180
$271K 0.02%
4,800
181
$270K 0.02%
2,866
+1
182
$268K 0.02%
571
-31
183
$262K 0.02%
8,150
184
$260K 0.02%
1,645
-1
185
$258K 0.02%
11,795
186
$247K 0.02%
6,370
187
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3,617
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188
$231K 0.02%
2,425
-2,002
189
$228K 0.02%
14,288
-9,459
190
$227K 0.02%
7,177
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191
$223K 0.02%
1,491
192
$220K 0.02%
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193
$214K 0.02%
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194
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537
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195
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196
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197
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8,703
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198
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790
199
$197K 0.02%
3,623
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200
$197K 0.02%
925
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