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
$2.26B
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$39.2M
2
+$25.1M
3
+$18.5M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$5.28M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$3.1M

Top Sells

1
+$18.5M
2
+$17.5M
3
+$9.47M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.9M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.32M

Sector Composition

1 Technology 2.8%
2 Financials 1.54%
3 Industrials 1.46%
4 Consumer Staples 1.39%
5 Healthcare 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ASML icon
301
ASML
ASML
$571B
$177K 0.01%
+134
GLD icon
302
SPDR Gold Trust
GLD
$162B
$177K 0.01%
+411
SPTM icon
303
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$12.6B
$176K 0.01%
+2,226
BX icon
304
Blackstone
BX
$101B
$176K 0.01%
+1,530
BP icon
305
BP
BP
$119B
$175K 0.01%
+3,724
DFUS icon
306
Dimensional US Equity ETF
DFUS
$19.2B
$174K 0.01%
+2,450
HAL icon
307
Halliburton
HAL
$31.4B
$171K 0.01%
+4,388
AEP icon
308
American Electric Power
AEP
$73B
$170K 0.01%
+1,293
FITB
309
Fifth Third Bancorp
FITB
$45.1B
$169K 0.01%
+3,647
UMBF icon
310
UMB Financial
UMBF
$9.13B
$167K 0.01%
+1,482
EFX icon
311
Equifax
EFX
$22.5B
$167K 0.01%
926
XLV icon
312
State Street Health Care Select Sector SPDR ETF
XLV
$38.6B
$167K 0.01%
1,136
-230
AVLC icon
313
Avantis US Large Cap Equity ETF
AVLC
$1.1B
$166K 0.01%
+2,140
CACI icon
314
CACI
CACI
$11.7B
$164K 0.01%
+301
IJJ icon
315
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.33B
$163K 0.01%
+1,230
F icon
316
Ford
F
$51B
$162K 0.01%
14,055
+5
SF icon
317
Stifel
SF
$12.5B
$158K 0.01%
+2,137
ITA icon
318
iShares US Aerospace & Defense ETF
ITA
$14.3B
$158K 0.01%
+720
MDLZ icon
319
Mondelez International
MDLZ
$72.6B
$157K 0.01%
+2,730
FLNC icon
320
Fluence Energy
FLNC
$2.01B
$157K 0.01%
11,374
-237
MDY icon
321
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.5B
$154K 0.01%
+249
QUAL icon
322
iShares MSCI USA Quality Factor ETF
QUAL
$49.5B
$153K 0.01%
+800
OTIS icon
323
Otis Worldwide
OTIS
$31.8B
$151K 0.01%
+1,953
CGNX icon
324
Cognex
CGNX
$9.28B
$150K 0.01%
+3,066
ITW icon
325
Illinois Tool Works
ITW
$78.4B
$149K 0.01%
+574
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