AIM

Acropolis Investment Management Portfolio holdings

AUM $2.22B
1-Year Est. Return 14.05%
This Quarter Est. Return
1 Year Est. Return
+14.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.22B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$86M
3
+$69.7M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$17.3M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$5.59M

Top Sells

1
+$88.4M
2
+$62.8M
3
+$46.9M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.5M
5
AAPL icon
Apple
AAPL
+$1.35M

Sector Composition

1 Technology 3.18%
2 Financials 1.67%
3 Industrials 1.32%
4 Consumer Staples 1.31%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPIB icon
226
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11B
$329K 0.01%
9,730
+230
DIS icon
227
Walt Disney
DIS
$202B
$325K 0.01%
2,853
-192
J icon
228
Jacobs Solutions
J
$16.7B
$317K 0.01%
2,393
-333
STX icon
229
Seagate
STX
$69.8B
$316K 0.01%
+1,149
LUV icon
230
Southwest Airlines
LUV
$22.3B
$314K 0.01%
7,598
+175
BWXT icon
231
BWX Technologies
BWXT
$19.5B
$312K 0.01%
1,807
+399
C icon
232
Citigroup
C
$210B
$307K 0.01%
2,629
IHI icon
233
iShares US Medical Devices ETF
IHI
$4.11B
$298K 0.01%
4,800
UHS icon
234
Universal Health Services
UHS
$12.8B
$297K 0.01%
1,361
-14
APH icon
235
Amphenol
APH
$189B
$296K 0.01%
2,189
-48
SPSM icon
236
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$14.2B
$293K 0.01%
6,258
HON icon
237
Honeywell
HON
$137B
$293K 0.01%
+1,502
XLC icon
238
State Street Communication Services Select Sector SPDR ETF
XLC
$26.7B
$290K 0.01%
2,460
-149
SCHV icon
239
Schwab US Large-Cap Value ETF
SCHV
$14.9B
$287K 0.01%
9,684
CARR icon
240
Carrier Global
CARR
$46.8B
$286K 0.01%
5,419
-154
CDW icon
241
CDW
CDW
$17.2B
$284K 0.01%
2,086
-723
LHX icon
242
L3Harris
LHX
$63.7B
$284K 0.01%
+966
PYPL icon
243
PayPal
PYPL
$53.1B
$282K 0.01%
+4,824
BOTZ icon
244
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.36B
$280K 0.01%
+7,718
AVUV icon
245
Avantis US Small Cap Value ETF
AVUV
$21.5B
$279K 0.01%
2,732
+5
SOXX icon
246
iShares Semiconductor ETF
SOXX
$20B
$278K 0.01%
923
TXN icon
247
Texas Instruments
TXN
$172B
$271K 0.01%
1,560
-311
PWR icon
248
Quanta Services
PWR
$66.8B
$264K 0.01%
+625
GWW icon
249
W.W. Grainger
GWW
$50.6B
$260K 0.01%
+258
LULU icon
250
lululemon athletica
LULU
$24B
$259K 0.01%
+1,245
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