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
$1.97B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$10.9M
3
+$10M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.51M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.13M

Top Sells

1
+$616K
2
+$548K
3
+$496K
4
AMAT icon
Applied Materials
AMAT
+$413K
5
DHI icon
D.R. Horton
DHI
+$355K

Sector Composition

1 Technology 3.15%
2 Financials 1.76%
3 Consumer Staples 1.59%
4 Industrials 1.28%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$752B
$323M 16.42%
569,077
+32,268
BND icon
2
Vanguard Total Bond Market
BND
$138B
$164M 8.36%
2,233,448
+83,304
VEA icon
3
Vanguard FTSE Developed Markets ETF
VEA
$178B
$158M 8.02%
2,770,339
+166,847
VGSH icon
4
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
$114M 5.8%
1,941,060
+62,114
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$84.9B
$107M 5.44%
979,780
+57,755
IGIB icon
6
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.6B
$105M 5.33%
1,966,925
+85,851
IJH icon
7
iShares Core S&P Mid-Cap ETF
IJH
$98.9B
$105M 5.32%
1,689,031
+115,031
VMBS icon
8
Vanguard Mortgage-Backed Securities ETF
VMBS
$15B
$80.3M 4.08%
1,732,187
+73,214
SMLF icon
9
iShares US Small Cap Equity Factor ETF
SMLF
$2.33B
$62.2M 3.16%
915,251
+44,367
VWO icon
10
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$49.4M 2.51%
998,808
+57,251
VV icon
11
Vanguard Large-Cap ETF
VV
$45.8B
$48.9M 2.48%
171,400
+5,212
IEFA icon
12
iShares Core MSCI EAFE ETF
IEFA
$157B
$40.1M 2.04%
480,486
+50,148
MTUM icon
13
iShares MSCI USA Momentum Factor ETF
MTUM
$19.2B
$32.4M 1.64%
134,659
+5,813
IMTM icon
14
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.32B
$28.7M 1.46%
629,086
+27,607
DFLV icon
15
Dimensional US Large Cap Value ETF
DFLV
$4.16B
$24.7M 1.25%
796,249
+41,132
DFIV icon
16
Dimensional International Value ETF
DFIV
$13.6B
$22M 1.12%
513,890
+26,885
MSFT icon
17
Microsoft
MSFT
$3.8T
$20.7M 1.05%
41,627
+21,875
AAPL icon
18
Apple
AAPL
$3.67T
$19.6M 1%
95,577
+16,219
IVV icon
19
iShares Core S&P 500 ETF
IVV
$656B
$17.8M 0.9%
28,648
+983
IVW icon
20
iShares S&P 500 Growth ETF
IVW
$65.5B
$17.5M 0.89%
158,497
+3,492
VB icon
21
Vanguard Small-Cap ETF
VB
$67B
$16.7M 0.85%
70,475
+2,485
AVUS icon
22
Avantis US Equity ETF
AVUS
$9.63B
$16.1M 0.82%
160,136
+2,290
LRGF icon
23
iShares US Equity Factor ETF
LRGF
$2.9B
$14.9M 0.76%
231,813
+1,953
VO icon
24
Vanguard Mid-Cap ETF
VO
$87.4B
$13M 0.66%
46,346
+1,842
PG icon
25
Procter & Gamble
PG
$350B
$10.6M 0.54%
66,504
+62,941
1
2 3 4 5