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
$1.82B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$4.9M
3
+$4.01M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.75M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.59M

Top Sells

1
+$1.47M
2
+$1.11M
3
+$1.04M
4
TT icon
Trane Technologies
TT
+$724K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$605K

Sector Composition

1 Technology 2.53%
2 Financials 1.51%
3 Industrials 1.2%
4 Consumer Discretionary 1.07%
5 Consumer Staples 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYY icon
226
Sysco
SYY
$35.6B
$230K 0.01%
3,041
-568
SPMD icon
227
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$15.5B
$229K 0.01%
4,212
+4
SO icon
228
Southern Company
SO
$96B
$227K 0.01%
2,471
+702
APH icon
229
Amphenol
APH
$169B
$225K 0.01%
2,279
+97
MRVL icon
230
Marvell Technology
MRVL
$73.4B
$222K 0.01%
2,862
+25
FICO icon
231
Fair Isaac
FICO
$41B
$216K 0.01%
118
VRTX icon
232
Vertex Pharmaceuticals
VRTX
$117B
$215K 0.01%
482
+6
ALL icon
233
Allstate
ALL
$54.7B
$212K 0.01%
1,054
+6
EXC icon
234
Exelon
EXC
$43.9B
$211K 0.01%
4,854
-69
SCHR icon
235
Schwab Intermediately-Term US Treasury ETF
SCHR
$12B
$209K 0.01%
8,344
+220
SMR icon
236
NuScale Power
SMR
$4.55B
$209K 0.01%
+5,278
XLC icon
237
State Street Communication Services Select Sector SPDR ETF
XLC
$29B
$206K 0.01%
1,897
+156
CCJ icon
238
Cameco
CCJ
$40.6B
$205K 0.01%
+2,767
IUSG icon
239
iShares Core S&P US Growth ETF
IUSG
$28.1B
$203K 0.01%
1,353
+91
OKLO
240
Oklo
OKLO
$12.7B
$203K 0.01%
+3,632
VRSK icon
241
Verisk Analytics
VRSK
$30.5B
$202K 0.01%
650
-16
F icon
242
Ford
F
$53.2B
$131K 0.01%
12,072
+273
FIP icon
243
FTAI Infrastructure
FIP
$562M
$62.2K ﹤0.01%
+10,080
GGN
244
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$829M
$52.7K ﹤0.01%
+12,000
AGL icon
245
Agilon Health
AGL
$291M
$43.7K ﹤0.01%
+19,000
AAON icon
246
Aaon
AAON
$6.19B
– –
-1,521
ADP icon
247
Automatic Data Processing
ADP
$104B
– –
-466
ADSK icon
248
Autodesk
ADSK
$63.2B
– –
-553
AMP icon
249
Ameriprise Financial
AMP
$46.5B
– –
-276
AVLC icon
250
Avantis US Large Cap Equity ETF
AVLC
$869M
– –
-1,950
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