AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
This Quarter Return
+9.29%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$1.43B
AUM Growth
+$1.43B
(+11%)
Cap. Flow
+$22.5M
Cap. Flow
% of AUM
1.57%
Top 10 Holdings %
Top 10 Hldgs %
65.88%
Holding
288
New
14
Increased
98
Reduced
121
Closed
6
Top Buys
Top Sells
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$1.66M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$1.15M |
| 3 |
Archer Daniels Midland
ADM
|
$702K |
| 4 |
Vanguard Large-Cap ETF
VV
|
$534K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$360K |
Sector Composition
| 1 | Technology | 2.55% |
| 2 | Industrials | 1.43% |
| 3 | Healthcare | 1.38% |
| 4 | Financials | 1.37% |
| 5 | Consumer Discretionary | 1.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
CVS Health
CVS
$94B
| $185K | 0.01% |
2,346
+1
| +0% | +$79 |
|
227
Post Holdings
POST
$6.06B
| $185K | 0.01% |
2,098
-1
| -0% | -$88 |
|
228
Advanced Micro Devices
AMD
$263B
| $181K | 0.01% |
1,231
-299
| -20% | -$44.1K |
|
229
Dimensional US Small Cap ETF
DFAS
$11.2B
| $181K | 0.01% |
3,035
| – | – |
|
230
CrowdStrike
CRWD
$104B
| $179K | 0.01% |
700
| – | – |
|
231
Vanguard Consumer Discretionary ETF
VCR
$6.36B
| $178K | 0.01% |
585
| – | – |
|
232
BHP
BHP
$141B
| $177K | 0.01% |
2,584
-2
| -0.1% | -$137 |
|
233
Brink's
BCO
$4.72B
| $175K | 0.01% |
1,994
-8
| -0.4% | -$704 |
|
234
TE Connectivity
TEL
$60.4B
| $164K | 0.01% |
1,166
+1
| +0.1% | +$141 |
|
235
iShares Russell Mid-Cap Growth ETF
IWP
$20.3B
| $163K | 0.01% |
1,564
+200
| +15% | +$20.9K |
|
236
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.1B
| $162K | 0.01% |
907
+2
| +0.2% | +$358 |
|
237
Verisk Analytics
VRSK
$37B
| $159K | 0.01% |
666
-1
| -0.1% | -$239 |
|
238
Humana
HUM
$37.3B
| $158K | 0.01% |
344
| – | – |
|
239
Rio Tinto
RIO
$101B
| $156K | 0.01% |
2,098
-2
| -0.1% | -$149 |
|
240
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$10.9B
| $153K | 0.01% |
2,626
| – | – |
|
241
Oracle
ORCL
$633B
| $153K | 0.01% |
1,455
-1
| -0.1% | -$105 |
|
242
Blackstone
BX
$132B
| $153K | 0.01% |
1,169
| – | – |
|
243
Edgewell Personal Care
EPC
$1.1B
| $151K | 0.01% |
4,124
| – | – |
|
244
PayPal
PYPL
$66.2B
| $148K | 0.01% |
2,417
-225
| -9% | -$13.8K |
|
245
Ford
F
$46.6B
| $148K | 0.01% |
12,148
+33
| +0.3% | +$402 |
|
246
Ameriprise Financial
AMP
$48.3B
| $146K | 0.01% |
384
| – | – |
|
247
Fortinet
FTNT
$58.9B
| $145K | 0.01% |
2,476
-368
| -13% | -$21.5K |
|
248
Align Technology
ALGN
$9.94B
| $143K | 0.01% |
521
-105
| -17% | -$28.8K |
|
249
iShares US Real Estate ETF
IYR
$3.69B
| $140K | 0.01% |
1,535
| – | – |
|
250
Oneok
OKE
$47B
| $140K | 0.01% |
1,990
+5
| +0.3% | +$351 |
|