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
SOXX icon
226
iShares Semiconductor ETF
SOXX
$25.4B
$303K 0.01%
923
TXN icon
227
Texas Instruments
TXN
$203B
$303K 0.01%
1,560
FAS icon
228
Direxion Daily Financial Bull 3x ETF
FAS
$2.24B
$302K 0.01%
2,550
EPD icon
229
Enterprise Products Partners
EPD
$80.5B
$299K 0.01%
7,913
+17
OKE icon
230
Oneok
OKE
$53.4B
$299K 0.01%
3,304
-2
AMP icon
231
Ameriprise Financial
AMP
$42B
$299K 0.01%
672
C icon
232
Citigroup
C
$223B
$298K 0.01%
2,629
CARR icon
233
Carrier Global
CARR
$49.8B
$297K 0.01%
5,271
-148
SLV icon
234
iShares Silver Trust
SLV
$40.4B
$296K 0.01%
4,345
-1,715
SCHV icon
235
Schwab US Large-Cap Value ETF
SCHV
$15.5B
$295K 0.01%
9,684
AUPH icon
236
Aurinia Pharmaceuticals
AUPH
$2.13B
$291K 0.01%
19,657
-8,868
MO icon
237
Altria Group
MO
$108B
$289K 0.01%
4,378
+2
URA icon
238
Global X Uranium ETF
URA
$7.6B
$288K 0.01%
+5,941
IBIT icon
239
iShares Bitcoin Trust
IBIT
$58.4B
$287K 0.01%
7,477
+845
MBB icon
240
iShares MBS ETF
MBB
$38.9B
$287K 0.01%
3,022
-1,643
LUV icon
241
Southwest Airlines
LUV
$20.2B
$285K 0.01%
7,598
SPMD icon
242
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$16.6B
$284K 0.01%
4,788
+570
INTU icon
243
Intuit
INTU
$107B
$283K 0.01%
654
+4
POWL icon
244
Powell Industries
POWL
$8.33B
$280K 0.01%
+1,551
VSGX icon
245
Vanguard ESG International Stock ETF
VSGX
$6.29B
$279K 0.01%
+3,885
SPSM icon
246
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$14.8B
$277K 0.01%
5,742
-516
APH icon
247
Amphenol
APH
$182B
$277K 0.01%
2,189
XLC icon
248
State Street Communication Services Select Sector SPDR ETF
XLC
$25.7B
$273K 0.01%
2,462
+2
OKLO
249
Oklo
OKLO
$11.1B
$268K 0.01%
5,402
-665
AGG icon
250
iShares Core US Aggregate Bond ETF
AGG
$136B
$263K 0.01%
2,650
-2,994
8 9
10
11 12