AIM

Acropolis Investment Management Portfolio holdings

AUM $2.26B
1-Year Est. Return 14.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.26B
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$39.2M
2
+$25.1M
3
+$18.5M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$5.28M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$3.1M

Top Sells

1
+$18.5M
2
+$17.5M
3
+$9.47M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.9M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.32M

Sector Composition

1 Technology 2.8%
2 Financials 1.54%
3 Industrials 1.46%
4 Consumer Staples 1.39%
5 Healthcare 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$880B
$341M 15.06%
570,339
+1,824
VEA icon
2
Vanguard FTSE Developed Markets ETF
VEA
$220B
$178M 7.88%
2,783,625
-28,799
DFCF icon
3
Dimensional Core Fixed Income ETF
DFCF
$9.77B
$147M 6.48%
3,471,746
+588,512
VGIT icon
4
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.4B
$129M 5.69%
2,161,827
+654,222
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$98.2B
$124M 5.49%
999,927
+158
IJH icon
6
iShares Core S&P Mid-Cap ETF
IJH
$113B
$116M 5.13%
1,720,404
-5,513
IGIB icon
7
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17.8B
$112M 4.94%
2,098,568
+39,416
JMTG
8
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.9B
$88M 3.89%
1,725,651
+360,957
SMLF icon
9
iShares US Small Cap Equity Factor ETF
SMLF
$3.54B
$73.9M 3.27%
979,045
+10,415
BND icon
10
Vanguard Total Bond Market
BND
$152B
$58.2M 2.57%
790,110
-249,778
VWO icon
11
Vanguard FTSE Emerging Markets ETF
VWO
$118B
$55.1M 2.43%
1,019,138
+3,720
VV icon
12
Vanguard Large-Cap ETF
VV
$49.1B
$50.4M 2.23%
168,552
+1,388
IEFA icon
13
iShares Core MSCI EAFE ETF
IEFA
$182B
$40.7M 1.8%
449,577
-14,144
MTUM icon
14
iShares MSCI USA Momentum Factor ETF
MTUM
$22.8B
$34.1M 1.51%
141,946
+2,609
VGSH icon
15
Vanguard Short-Term Treasury ETF
VGSH
$29B
$33.5M 1.48%
572,906
-298,032
DFLV icon
16
Dimensional US Large Cap Value ETF
DFLV
$5.62B
$32.4M 1.43%
906,845
+9,169
IMTM icon
17
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.88B
$30.4M 1.34%
633,116
-8,034
DFIV icon
18
Dimensional International Value ETF
DFIV
$19.2B
$26.8M 1.19%
508,589
-11,587
VMBS icon
19
Vanguard Mortgage-Backed Securities ETF
VMBS
$15B
$25.2M 1.11%
535,811
-200,600
LRGF icon
20
iShares US Equity Factor ETF
LRGF
$3.11B
$23.6M 1.04%
357,549
+45,193
AAPL icon
21
Apple
AAPL
$3.91T
$22.6M 1%
88,996
-1,602
VCRB icon
22
Vanguard Core Bond ETF
VCRB
$6.46B
$22.4M 0.99%
289,865
+67,699
AVUS icon
23
Avantis US Equity ETF
AVUS
$11.7B
$18.7M 0.83%
167,996
+4,183
IVV icon
24
iShares Core S&P 500 ETF
IVV
$770B
$18M 0.8%
27,611
-229
VB icon
25
Vanguard Small-Cap ETF
VB
$75.2B
$17.6M 0.78%
67,185
-1,282
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