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
$2.22B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$86M
3
+$69.7M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$17.3M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$5.59M

Top Sells

1
+$88.4M
2
+$62.8M
3
+$46.9M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.5M
5
AAPL icon
Apple
AAPL
+$1.35M

Sector Composition

1 Technology 3.18%
2 Financials 1.67%
3 Industrials 1.32%
4 Consumer Staples 1.31%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PSX icon
251
Phillips 66
PSX
$56.4B
$259K 0.01%
2,004
-456
XLY icon
252
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$24.5B
$253K 0.01%
2,122
-20
EPD icon
253
Enterprise Products Partners
EPD
$70.6B
$253K 0.01%
7,896
+39
MO icon
254
Altria Group
MO
$103B
$252K 0.01%
4,376
+445
IAU icon
255
iShares Gold Trust
IAU
$72.8B
$247K 0.01%
+3,045
SPMD icon
256
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$16B
$244K 0.01%
4,218
+6
OKE icon
257
Oneok
OKE
$46.2B
$243K 0.01%
3,306
-1,264
TSCO icon
258
Tractor Supply
TSCO
$26.8B
$242K 0.01%
4,840
-1,706
PPA icon
259
Invesco Aerospace & Defense ETF
PPA
$7.88B
$240K 0.01%
+1,532
WM icon
260
Waste Management
WM
$88.6B
$238K 0.01%
1,084
MCK icon
261
McKesson
MCK
$104B
$238K 0.01%
290
SKYY icon
262
First Trust Cloud Computing ETF
SKYY
$2.88B
$235K 0.01%
1,808
BCO icon
263
Brink's
BCO
$5.18B
$233K 0.01%
+1,992
AIQ icon
264
Global X Artificial Intelligence & Technology ETF
AIQ
$7.71B
$231K 0.01%
+4,551
FLNC icon
265
Fluence Energy
FLNC
$3.35B
$230K 0.01%
+11,611
INTC icon
266
Intel
INTC
$230B
$229K 0.01%
+6,219
IWP icon
267
iShares Russell Mid-Cap Growth ETF
IWP
$21.2B
$229K 0.01%
1,675
DHI icon
268
D.R. Horton
DHI
$46.9B
$229K 0.01%
1,591
DFIC icon
269
Dimensional International Core Equity 2 ETF
DFIC
$12.4B
$228K 0.01%
+6,627
PPG icon
270
PPG Industries
PPG
$24.7B
$228K 0.01%
+2,227
RSP icon
271
Invesco S&P 500 Equal Weight ETF
RSP
$78.9B
$227K 0.01%
1,186
-215
TER icon
272
Teradyne
TER
$35.7B
$221K 0.01%
+1,143
TDY icon
273
Teledyne Technologies
TDY
$26.7B
$221K 0.01%
+433
ALL icon
274
Allstate
ALL
$51.2B
$215K 0.01%
1,034
AFL icon
275
Aflac
AFL
$57.4B
$212K 0.01%
1,926
+13
9 10
11
12 13