AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
This Quarter Return
+6.11%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$1.68B
AUM Growth
+$1.68B
(+6.4%)
Cap. Flow
+$8.76M
Cap. Flow
% of AUM
0.52%
Top 10 Holdings %
Top 10 Hldgs %
67.09%
Holding
304
New
16
Increased
85
Reduced
124
Closed
6
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 2.78% |
| 2 | Industrials | 1.45% |
| 3 | Financials | 1.41% |
| 4 | Healthcare | 1.4% |
| 5 | Consumer Discretionary | 1.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Utilities Select Sector SPDR Fund
XLU
$20.9B
| $120K | 0.01% |
1,488
-113
| -7% | -$9.13K |
|
277
PayPal
PYPL
$67.1B
| $120K | 0.01% |
1,532
-522
| -25% | -$40.7K |
|
278
Vanguard Extended Market ETF
VXF
$23.9B
| $119K | 0.01% |
656
-11
| -2% | -$2K |
|
279
Williams Companies
WMB
$70.7B
| $119K | 0.01% |
2,614
-2
| -0.1% | -$91 |
|
280
Wells Fargo
WFC
$263B
| $119K | 0.01% |
+2,105
| New | +$119K |
|
281
Waste Connections
WCN
$47.5B
| $117K | 0.01% |
655
| – | – |
|
282
Post Holdings
POST
$6.15B
| $116K | 0.01% |
1,004
-1
| -0.1% | -$116 |
|
283
Charles Schwab
SCHW
$174B
| $115K | 0.01% |
1,781
-2
| -0.1% | -$130 |
|
284
Moody's
MCO
$91.4B
| $108K | 0.01% |
+228
| New | +$108K |
|
285
NextEra Energy, Inc.
NEE
$148B
| $108K | 0.01% |
+1,275
| New | +$108K |
|
286
Citigroup
C
$178B
| $108K | 0.01% |
1,718
-3
| -0.2% | -$188 |
|
287
Regeneron Pharmaceuticals
REGN
$61.5B
| $107K | 0.01% |
102
| – | – |
|
288
iShares S&P 100 ETF
OEF
$22B
| $107K | 0.01% |
387
| – | – |
|
289
JPMorgan Ultra-Short Income ETF
JPST
$33.1B
| $107K | 0.01% |
2,108
+28
| +1% | +$1.42K |
|
290
HubSpot
HUBS
$25.5B
| $106K | 0.01% |
199
| – | – |
|
291
Align Technology
ALGN
$10.3B
| $105K | 0.01% |
413
-85
| -17% | -$21.6K |
|
292
TransDigm Group
TDG
$78.8B
| $103K | 0.01% |
+72
| New | +$103K |
|
293
BP
BP
$90.8B
| $103K | 0.01% |
3,268
| – | – |
|
294
T Rowe Price
TROW
$23.6B
| $102K | 0.01% |
+935
| New | +$102K |
|
295
CVS Health
CVS
$92.8B
| $102K | 0.01% |
1,616
-444
| -22% | -$27.9K |
|
296
GE Vernova
GEV
$167B
| $101K | 0.01% |
+395
| New | +$101K |
|
|
XYZ
297
Block, Inc.
XYZ
$48.5B
| $100K | 0.01% |
1,491
-161
| -10% | -$10.8K |
|
298
BellRing Brands
BRBR
$5.17B
| – | – |
-6,321
| Closed | -$361K |
|
299
Ford
F
$46.8B
| – | – |
-12,002
| Closed | -$151K |
|
300
iShares Select U.S. REIT ETF
ICF
$1.93B
| – | – |
-3,174
| Closed | -$182K |
|