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

Top Buys

1
+$115M
2
+$86.3M
3
+$69.8M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$17.4M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$5.58M

Top Sells

1
+$88.8M
2
+$62.9M
3
+$46.9M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.48M
5
AAPL icon
Apple
AAPL
+$1.34M

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
$29.5B
$212K 0.01%
1,262
-91
XLV icon
277
State Street Health Care Select Sector SPDR ETF
XLV
$38.4B
$211K 0.01%
+1,366
PFG icon
278
Principal Financial Group
PFG
$21B
$210K 0.01%
+2,378
SCHR icon
279
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.8B
$209K 0.01%
8,344
EMGF icon
280
iShares Emerging Markets Equity Factor ETF
EMGF
$1.68B
$208K 0.01%
+3,601
SCHB icon
281
Schwab US Broad Market ETF
SCHB
$40.4B
$203K 0.01%
+7,724
EXC icon
282
Exelon
EXC
$47.8B
$202K 0.01%
4,634
-193
PGR icon
283
Progressive
PGR
$120B
$202K 0.01%
+885
EFX icon
284
Equifax
EFX
$20.9B
$201K 0.01%
926
F icon
285
Ford
F
$50.1B
$184K 0.01%
14,050
+1,760
SMR icon
286
NuScale Power
SMR
$4.12B
$157K 0.01%
11,063
+2,563
SOUN icon
287
SoundHound AI
SOUN
$3.33B
$133K 0.01%
+13,352
EVH icon
288
Evolent Health
EVH
$329M
$112K 0.01%
+28,000
CNH
289
CNH Industrial
CNH
$13B
$100K ﹤0.01%
+10,850
GAB icon
290
Gabelli Equity Trust
GAB
$1.73B
$88.4K ﹤0.01%
+14,332
BBAI icon
291
BigBear.ai
BBAI
$1.78B
$84.7K ﹤0.01%
+15,681
GGN
292
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$845M
$81.1K ﹤0.01%
15,725
AGL icon
293
Agilon Health
AGL
$437M
$24.1K ﹤0.01%
1,400
+640
BTTC
294
Black Titan Corp
BTTC
$13.4M
$16.7K ﹤0.01%
+10,000
NAKA
295
Nakamoto Inc
NAKA
$156M
$8.57K ﹤0.01%
+24,400
EOG icon
296
EOG Resources
EOG
$71.7B
– –
-4,866
FIP icon
297
FTAI Infrastructure
FIP
$655M
– –
-11,080
IGSB icon
298
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.9B
– –
-6,203
JVAL icon
299
JPMorgan US Value Factor ETF
JVAL
$718M
– –
-9,885
LYB icon
300
LyondellBasell Industries
LYB
$22.8B
– –
-6,519
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