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
IUSG icon
276
iShares Core S&P US Growth ETF
IUSG
$26.5B
$212K 0.01%
1,262
-91
XLV icon
277
State Street Health Care Select Sector SPDR ETF
XLV
$41.3B
$211K 0.01%
+1,366
PFG icon
278
Principal Financial Group
PFG
$20B
$210K 0.01%
+2,378
SCHR icon
279
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.3B
$209K 0.01%
8,344
EMGF icon
280
iShares Emerging Markets Equity Factor ETF
EMGF
$1.41B
$208K 0.01%
+3,601
SCHB icon
281
Schwab US Broad Market ETF
SCHB
$38.9B
$203K 0.01%
+7,724
EXC icon
282
Exelon
EXC
$44.5B
$202K 0.01%
4,634
-193
PGR icon
283
Progressive
PGR
$119B
$202K 0.01%
+885
EFX icon
284
Equifax
EFX
$26.8B
$201K 0.01%
926
F icon
285
Ford
F
$55B
$184K 0.01%
14,050
+1,760
SMR icon
286
NuScale Power
SMR
$5.35B
$157K 0.01%
11,063
+2,563
SOUN icon
287
SoundHound AI
SOUN
$4.59B
$133K 0.01%
+13,352
EVH icon
288
Evolent Health
EVH
$440M
$112K 0.01%
+28,000
CNH
289
CNH Industrial
CNH
$13.5B
$100K ﹤0.01%
+10,850
GAB icon
290
Gabelli Equity Trust
GAB
$1.9B
$88.4K ﹤0.01%
+14,332
BBAI icon
291
BigBear.ai
BBAI
$2.69B
$84.7K ﹤0.01%
+15,681
GGN
292
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$833M
$81.1K ﹤0.01%
15,725
AGL icon
293
Agilon Health
AGL
$423M
$24.1K ﹤0.01%
35,000
+16,000
BTTC
294
Black Titan Corp
BTTC
$15M
$16.7K ﹤0.01%
+10,000
NAKA
295
Kindly MD
NAKA
$326M
$8.57K ﹤0.01%
+24,400
VRTX icon
296
Vertex Pharmaceuticals
VRTX
$111B
– –
-469
VOOG icon
297
Vanguard S&P 500 Growth ETF
VOOG
$22.1B
– –
-770
OTIS icon
298
Otis Worldwide
OTIS
$35.2B
– –
-2,363
LYB icon
299
LyondellBasell Industries
LYB
$16.4B
– –
-6,519
JVAL icon
300
JPMorgan US Value Factor ETF
JVAL
$625M
– –
-9,885
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