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
1
$220M 17.22%
539,269
-12,579
2
$128M 10.02%
1,757,564
+46,840
3
$111M 8.71%
2,404,835
-12,110
4
$87.1M 6.83%
873,750
+2,638
5
$79.4M 6.23%
1,519,005
-24,060
6
$61.1M 4.79%
1,329,504
+43,453
7
$52.6M 4.13%
1,040,758
+60,612
8
$35.6M 2.79%
175,508
-1,861
9
$32.5M 2.55%
798,073
+6,162
10
$30.9M 2.42%
576,218
+100,478
11
$27.3M 2.14%
404,860
-6,562
12
$17.8M 1.4%
355,200
+29,585
13
$16.4M 1.29%
495,196
+7,795
14
$15.8M 1.24%
81,234
+470
15
$15.4M 1.21%
267,021
+38,314
16
$14.5M 1.13%
100,286
+23,431
17
$14.1M 1.1%
31,594
-731
18
$12.4M 0.97%
62,205
+708
19
$12M 0.94%
474,099
+119,920
20
$11.2M 0.88%
159,463
-844
21
$11M 0.86%
335,641
+37,712
22
$10.3M 0.81%
89,384
+4,586
23
$10.2M 0.8%
135,495
-1,632
24
$9.29M 0.73%
57,660
-1,373
25
$8.73M 0.68%
39,652
-222
1
2 3 4 5