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
IVW icon
26
iShares S&P 500 Growth ETF
IVW
$68.1B
$17.4M 0.77%
154,027
-1,903
MSFT icon
27
Microsoft
MSFT
$3.05T
$15.3M 0.68%
41,294
-880
INTF icon
28
iShares International Equity Factor ETF
INTF
$3.36B
$14.2M 0.63%
363,258
+29,474
VO icon
29
Vanguard Mid-Cap ETF
VO
$97B
$13.2M 0.58%
46,048
-197
WMT icon
30
Walmart Inc
WMT
$995B
$12.8M 0.57%
103,018
-1,433
IVE icon
31
iShares S&P 500 Value ETF
IVE
$48.1B
$11.4M 0.5%
53,885
+1,026
IEMG icon
32
iShares Core MSCI Emerging Markets ETF
IEMG
$148B
$10.6M 0.47%
151,521
-2,414
PG icon
33
Procter & Gamble
PG
$333B
$9.53M 0.42%
66,006
-155
NVDA icon
34
NVIDIA
NVDA
$4.83T
$9.52M 0.42%
54,578
-1,000
GOOGL icon
35
Alphabet (Google) Class A
GOOGL
$4.08T
$9.15M 0.4%
31,822
+364
VUG icon
36
Vanguard Growth ETF
VUG
$206B
$8.97M 0.4%
20,543
-268
MUB icon
37
iShares National Muni Bond ETF
MUB
$43.5B
$7.88M 0.35%
74,221
+4,205
IEF icon
38
iShares 7-10 Year Treasury Bond ETF
IEF
$49.5B
$7.1M 0.31%
74,365
+3,191
BRK.B icon
39
Berkshire Hathaway Class B
BRK.B
$1.02T
$6.74M 0.3%
14,073
-17
VCIT icon
40
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$64.7B
$6.18M 0.27%
74,670
AMZN icon
41
Amazon
AMZN
$2.67T
$6.07M 0.27%
29,145
+221
JPM icon
42
JPMorgan Chase
JPM
$820B
$5.96M 0.26%
20,276
-295
SPY icon
43
State Street SPDR S&P 500 ETF Trust
SPY
$710B
$5.89M 0.26%
9,060
+47
SCHF icon
44
Schwab International Equity ETF
SCHF
$62.8B
$5.73M 0.25%
231,639
-997
IWR icon
45
iShares Russell Mid-Cap ETF
IWR
$51.2B
$5.27M 0.23%
54,176
-1,747
XOM icon
46
Exxon Mobil
XOM
$619B
$5.18M 0.23%
30,518
+847
VTV icon
47
Vanguard Value ETF
VTV
$169B
$5M 0.22%
25,479
+661
JNJ icon
48
Johnson & Johnson
JNJ
$575B
$4.99M 0.22%
20,428
-345
IWM icon
49
iShares Russell 2000 ETF
IWM
$75.4B
$4.7M 0.21%
18,952
+49
V icon
50
Visa
V
$608B
$4.35M 0.19%
14,409
-144
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