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AIM
Acropolis Investment Management Portfolio holdings
AUM
$2.26B
1-Year Est. Return
14.64%
This Fund
S&P 500
This Quarter
Est. Return
-0.5%
1 Year Est. Return
+14.64%
3 Year Est. Return
+37.71%
5 Year Est. Return
+33.85%
10 Year Est. Return
+118.89%
AUM
$2.26B
AUM Growth
+$39.8M
(+1.8%)
Cap. Flow
+$61M
Cap. Flow
% of AUM
2.7%
Top 10 Holdings %
Top 10 Hldgs %
60.4%
Holding
390
New
93
Increased
96
Reduced
134
Closed
6
Top Buys
| 1 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$39.2M |
| 2 |
Dimensional Core Fixed Income ETF
DFCF
|
+$25.1M |
| 3 |
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
|
+$18.5M |
| 4 |
Vanguard Core Bond ETF
VCRB
|
+$5.28M |
| 5 |
iShares US Equity Factor ETF
LRGF
|
+$3.1M |
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
+$18.5M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$17.5M |
| 3 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
+$9.47M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.9M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
326
Western Digital
WDC
$179B
| $147K | 0.01% |
+543
| New | +$142K |
|
327
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.3B
| $146K | 0.01% |
+6,305
| New | +$147K |
|
328
BHP
BHP
$217B
| $145K | 0.01% |
+1,998
| New | +$141K |
|
329
Shell
SHEL
$235B
| $145K | 0.01% |
+1,555
| New | +$126K |
|
330
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.49B
| $144K | 0.01% |
+6,890
| New | +$146K |
|
331
iShares Russell Top 200 Growth ETF
IWY
$16.8B
| $140K | 0.01% |
+561
| New | +$149K |
|
332
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
| $138K | 0.01% |
+1,372
| New | +$141K |
|
333
ConocoPhillips
COP
$134B
| $138K | 0.01% |
+1,045
| New | +$116K |
|
334
JPMorgan US Momentum Factor ETF
JMOM
$2.47B
| $135K | 0.01% |
+1,993
| New | +$139K |
|
335
ServiceNow
NOW
$109B
| $134K | 0.01% |
+1,285
| New | +$151K |
|
336
Generac Holdings
GNRC
$13.1B
| $134K | 0.01% |
+685
| New | +$132K |
|
337
Ingersoll Rand
IR
$31B
| $133K | 0.01% |
+1,654
| New | +$146K |
|
338
AGCO
AGCO
$8.32B
| $132K | 0.01% |
+1,138
| New | +$138K |
|
339
FirstCash
FCFS
$9.08B
| $132K | 0.01% |
+700
| New | +$126K |
|
340
Progressive
PGR
$123B
| $131K | 0.01% |
661
-224
| -25% | -$46.2K |
|
341
Colgate-Palmolive
CL
$73.4B
| $131K | 0.01% |
+1,535
| New | +$137K |
|
342
Autodesk
ADSK
$44.2B
| $130K | 0.01% |
+545
| New | +$137K |
|
343
Danaher
DHR
$142B
| $130K | 0.01% |
+688
| New | +$147K |
|
344
GE HealthCare
GEHC
$28.9B
| $129K | 0.01% |
+1,818
| New | +$143K |
|
345
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.1B
| $129K | 0.01% |
+1,637
| New | +$132K |
|
346
iShares Core Dividend Growth ETF
DGRO
$41.9B
| $129K | 0.01% |
+1,831
| New | +$131K |
|
347
Aaon
AAON
$9.21B
| $126K | 0.01% |
+1,518
| New | +$138K |
|
|
CNH
348
CNH Industrial
CNH
$13.1B
| $125K | 0.01% |
11,349
+499
| +5% | +$5.61K |
|
349
Invesco KBW Bank ETF
KBWB
$6.94B
| $124K | 0.01% |
+1,562
| New | +$131K |
|
350
iShares US Real Estate ETF
IYR
$4.75B
| $123K | 0.01% |
+1,305
| New | +$127K |
|
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