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
201
$197K 0.02%
4,284
202
$193K 0.02%
2,372
+1,002
203
$190K 0.01%
2,743
-253
204
$185K 0.01%
+404
205
$184K 0.01%
12,141
-479
206
$183K 0.01%
2,742
+92
207
$181K 0.01%
1,591
+25
208
$180K 0.01%
1,481
+1
209
$180K 0.01%
3,874
210
$178K 0.01%
700
211
$170K 0.01%
4,125
+1
212
$169K 0.01%
1,274
-154
213
$169K 0.01%
1,628
-8
214
$168K 0.01%
381
-15
215
$168K 0.01%
1,408
-80
216
$166K 0.01%
3,035
217
$166K 0.01%
585
218
$165K 0.01%
+2,614
219
$158K 0.01%
1,883
220
$155K 0.01%
346
221
$154K 0.01%
2,586
222
$153K 0.01%
904
+2
223
$152K 0.01%
+1,738
224
$146K 0.01%
646
225
$145K 0.01%
1,670
-362
7 8
9
10 11