AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
This Quarter Return
+4.85%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$1.22B
AUM Growth
+$1.22B
(+9.1%)
Cap. Flow
+$50.4M
Cap. Flow
% of AUM
4.14%
Top 10 Holdings %
Top 10 Hldgs %
66.34%
Holding
253
New
9
Increased
89
Reduced
96
Closed
2
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 2.24% |
| 2 | Healthcare | 1.55% |
| 3 | Consumer Staples | 1.53% |
| 4 | Industrials | 1.43% |
| 5 | Financials | 1.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.08B
| $139K | 0.01% |
2,900
-4,655
| -62% | -$224K |
|
227
Oracle
ORCL
$628B
| $138K | 0.01% |
1,488
+2
| +0.1% | +$186 |
|
228
Netflix
NFLX
$521B
| $137K | 0.01% |
396
-1
| -0.3% | -$345 |
|
229
Oneok
OKE
$46.5B
| $136K | 0.01% |
2,133
-1
| -0% | -$64 |
|
230
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.2B
| $135K | 0.01% |
902
+3
| +0.3% | +$449 |
|
231
Brink's
BCO
$4.69B
| $134K | 0.01% |
2,002
+1
| +0% | +$67 |
|
232
HP
HPQ
$26.8B
| $133K | 0.01% |
4,523
| – | – |
|
233
Vanguard Mid-Cap Growth ETF
VOT
$17.5B
| $130K | 0.01% |
665
-303
| -31% | -$59.1K |
|
234
Otis Worldwide
OTIS
$33.6B
| $129K | 0.01% |
1,523
-20
| -1% | -$1.69K |
|
235
Fifth Third Bancorp
FITB
$30.2B
| $127K | 0.01% |
4,760
-6
| -0.1% | -$160 |
|
236
JPMorgan Ultra-Short Income ETF
JPST
$33B
| $126K | 0.01% |
2,513
+19
| +0.8% | +$956 |
|
237
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.2B
| $126K | 0.01% |
1,570
| – | – |
|
238
Verisk Analytics
VRSK
$37.5B
| $124K | 0.01% |
646
| – | – |
|
239
Cigna
CI
$80.2B
| $123K | 0.01% |
483
-3
| -0.6% | -$767 |
|
240
Waste Management
WM
$90.4B
| $122K | 0.01% |
746
+23
| +3% | +$3.75K |
|
241
Philip Morris
PM
$254B
| $121K | 0.01% |
1,241
| – | – |
|
242
iShares Silver Trust
SLV
$20.2B
| $120K | 0.01% |
5,410
| – | – |
|
243
Vail Resorts
MTN
$5.91B
| $118K | 0.01% |
507
| – | – |
|
244
Eaton
ETN
$134B
| $118K | 0.01% |
690
+21
| +3% | +$3.6K |
|
|
XYZ
245
Block, Inc.
XYZ
$46.2B
| $118K | 0.01% |
1,722
-99
| -5% | -$6.8K |
|
246
iShares Core S&P US Growth ETF
IUSG
$24.4B
| $112K | 0.01% |
1,262
| – | – |
|
247
Wells Fargo
WFC
$258B
| $111K | 0.01% |
2,962
-109
| -4% | -$4.07K |
|
248
Citigroup
C
$175B
| $109K | 0.01% |
2,325
+2
| +0.1% | +$94 |
|
249
iShares Gold Trust
IAU
$52.2B
| $108K | 0.01% |
+2,880
| New | +$108K |
|
250
Vanguard Financials ETF
VFH
$12.9B
| $107K | 0.01% |
1,370
| – | – |
|