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
INTC icon
251
Intel
INTC
$335B
$259K 0.01%
5,859
-360
IHI icon
252
iShares US Medical Devices ETF
IHI
$3.25B
$256K 0.01%
4,800
PSX icon
253
Phillips 66
PSX
$65.6B
$251K 0.01%
1,379
-625
WM icon
254
Waste Management
WM
$91.4B
$249K 0.01%
1,084
CDW icon
255
CDW
CDW
$16.8B
$248K 0.01%
2,049
-37
VRT icon
256
Vertiv
VRT
$114B
$248K 0.01%
+989
IAU icon
257
iShares Gold Trust
IAU
$76.7B
$247K 0.01%
2,805
-240
AVUV icon
258
Avantis US Small Cap Value ETF
AVUV
$24.6B
$247K 0.01%
2,238
-494
PPG icon
259
PPG Industries
PPG
$25.4B
$244K 0.01%
2,285
+58
DIS icon
260
Walt Disney
DIS
$183B
$244K 0.01%
2,533
-320
UHS icon
261
Universal Health Services
UHS
$11.1B
$244K 0.01%
1,361
SHOP icon
262
Shopify
SHOP
$166B
$243K 0.01%
2,050
TDY icon
263
Teledyne Technologies
TDY
$29B
$242K 0.01%
400
-33
CRM icon
264
Salesforce
CRM
$166B
$241K 0.01%
1,290
MCK icon
265
McKesson
MCK
$106B
$241K 0.01%
278
-12
EOG icon
266
EOG Resources
EOG
$71.6B
$239K 0.01%
+1,651
ORCL icon
267
Oracle
ORCL
$503B
$238K 0.01%
1,618
-749
DFIC icon
268
Dimensional International Core Equity 2 ETF
DFIC
$13.7B
$235K 0.01%
6,627
XLY icon
269
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.8B
$232K 0.01%
2,124
+2
RSP icon
270
Invesco S&P 500 Equal Weight ETF
RSP
$88B
$228K 0.01%
1,186
GILD icon
271
Gilead Sciences
GILD
$172B
$220K 0.01%
+1,582
ADBE icon
272
Adobe
ADBE
$99.7B
$219K 0.01%
901
-142
DHI icon
273
D.R. Horton
DHI
$41.7B
$218K 0.01%
1,591
MYRG icon
274
MYR Group
MYRG
$4.95B
$218K 0.01%
+772
LULU icon
275
lululemon athletica
LULU
$18.9B
$218K 0.01%
1,422
+177
9 10
11
12 13