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
$1.97B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$10.9M
3
+$10M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.51M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.13M

Top Sells

1
+$616K
2
+$548K
3
+$496K
4
AMAT icon
Applied Materials
AMAT
+$413K
5
DHI icon
D.R. Horton
DHI
+$355K

Sector Composition

1 Technology 3.15%
2 Financials 1.76%
3 Consumer Staples 1.59%
4 Industrials 1.28%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLC icon
226
State Street Communication Services Select Sector SPDR ETF
XLC
$26.7B
$283K 0.01%
2,609
+712
DFSV icon
227
Dimensional US Small Cap Value ETF
DFSV
$6.42B
$268K 0.01%
9,118
SCHV icon
228
Schwab US Large-Cap Value ETF
SCHV
$14.9B
$268K 0.01%
9,684
SPSM icon
229
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$14.2B
$267K 0.01%
6,258
RSP icon
230
Invesco S&P 500 Equal Weight ETF
RSP
$78.9B
$255K 0.01%
1,401
UHS icon
231
Universal Health Services
UHS
$12.8B
$249K 0.01%
1,375
-8
AVUV icon
232
Avantis US Small Cap Value ETF
AVUV
$21.5B
$248K 0.01%
+2,727
WM icon
233
Waste Management
WM
$88.6B
$248K 0.01%
+1,084
EPD icon
234
Enterprise Products Partners
EPD
$70.6B
$244K 0.01%
+7,857
AUPH icon
235
Aurinia Pharmaceuticals
AUPH
$1.96B
$242K 0.01%
28,525
LUV icon
236
Southwest Airlines
LUV
$22.3B
$241K 0.01%
7,423
-58
EFX icon
237
Equifax
EFX
$26.8B
$240K 0.01%
926
-7
SHOP icon
238
Shopify
SHOP
$206B
$236K 0.01%
+2,050
VYM icon
239
Vanguard High Dividend Yield ETF
VYM
$71.5B
$236K 0.01%
1,771
+35
GEV icon
240
GE Vernova
GEV
$174B
$236K 0.01%
+446
OTIS icon
241
Otis Worldwide
OTIS
$35.2B
$234K 0.01%
+2,363
XLY icon
242
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$24.5B
$233K 0.01%
+2,142
IWP icon
243
iShares Russell Mid-Cap Growth ETF
IWP
$21.2B
$232K 0.01%
1,675
MO icon
244
Altria Group
MO
$103B
$230K 0.01%
+3,931
SPMD icon
245
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$16B
$229K 0.01%
4,212
SYY icon
246
Sysco
SYY
$37.9B
$226K 0.01%
2,983
-58
C icon
247
Citigroup
C
$210B
$224K 0.01%
+2,629
APH icon
248
Amphenol
APH
$189B
$221K 0.01%
2,237
-42
SOXX icon
249
iShares Semiconductor ETF
SOXX
$20B
$220K 0.01%
+923
SKYY icon
250
First Trust Cloud Computing ETF
SKYY
$2.88B
$220K 0.01%
+1,808
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