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
$1.97B
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
MCK icon
251
McKesson
MCK
$107B
$213K 0.01%
+290
EXC icon
252
Exelon
EXC
$46.2B
$210K 0.01%
4,827
-27
SCHR icon
253
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.6B
$209K 0.01%
8,344
VRTX icon
254
Vertex Pharmaceuticals
VRTX
$108B
$209K 0.01%
469
-13
ALL icon
255
Allstate
ALL
$55.6B
$208K 0.01%
1,034
-20
DHI icon
256
D.R. Horton
DHI
$46.5B
$205K 0.01%
1,591
-2,755
IUSG icon
257
iShares Core S&P US Growth ETF
IUSG
$26.1B
$203K 0.01%
1,353
BWXT icon
258
BWX Technologies
BWXT
$16.1B
$203K 0.01%
+1,408
AFL icon
259
Aflac
AFL
$58B
$202K 0.01%
+1,913
F icon
260
Ford
F
$52.7B
$133K 0.01%
12,290
+218
PL icon
261
Planet Labs
PL
$3.63B
$122K 0.01%
+20,000
GGN
262
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$805M
$69K ﹤0.01%
15,725
+3,725
FIP icon
263
FTAI Infrastructure
FIP
$499M
$68.4K ﹤0.01%
11,080
+1,000
AGL icon
264
Agilon Health
AGL
$266M
$43.7K ﹤0.01%
19,000
AME icon
265
Ametek
AME
$45.5B
– –
-1,334
CPRT icon
266
Copart
CPRT
$38.2B
– –
-6,248
DHR icon
267
Danaher
DHR
$159B
– –
-2,509
FICO icon
268
Fair Isaac
FICO
$42.3B
– –
-118
FTNT icon
269
Fortinet
FTNT
$60.9B
– –
-2,690
MRVL icon
270
Marvell Technology
MRVL
$79.8B
– –
-2,862
VRSK icon
271
Verisk Analytics
VRSK
$31.5B
– –
-650
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