AIM

Acropolis Investment Management Portfolio holdings

AUM $2.22B
1-Year Est. Return 14.05%
This Quarter Est. Return
1 Year Est. Return
+14.05%
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
+$114M
2
+$86M
3
+$69.7M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$17.3M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$5.59M

Top Sells

1
+$88.4M
2
+$62.8M
3
+$46.9M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.5M
5
AAPL icon
Apple
AAPL
+$1.35M

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
VB icon
26
Vanguard Small-Cap ETF
VB
$73.8B
$17.7M 0.79%
68,467
-2,008
VCRB icon
27
Vanguard Core Bond ETF
VCRB
$5.03B
$17.3M 0.78%
+222,166
VO icon
28
Vanguard Mid-Cap ETF
VO
$94.7B
$13.4M 0.6%
46,245
-101
INTF icon
29
iShares International Equity Factor ETF
INTF
$3B
$12.6M 0.57%
333,784
+29,826
WMT icon
30
Walmart Inc
WMT
$950B
$11.6M 0.52%
104,451
-2,649
IVE icon
31
iShares S&P 500 Value ETF
IVE
$49.4B
$11.2M 0.5%
52,859
+40
NVDA icon
32
NVIDIA
NVDA
$4.55T
$10.4M 0.47%
55,578
-7,087
IEMG icon
33
iShares Core MSCI Emerging Markets ETF
IEMG
$129B
$10.3M 0.47%
153,935
-3,158
VUG icon
34
Vanguard Growth ETF
VUG
$203B
$10.2M 0.46%
20,811
-1,088
GOOGL icon
35
Alphabet (Google) Class A
GOOGL
$4.02T
$9.85M 0.44%
31,458
-1,995
PG icon
36
Procter & Gamble
PG
$338B
$9.48M 0.43%
66,161
-343
MUB icon
37
iShares National Muni Bond ETF
MUB
$42.1B
$7.5M 0.34%
70,016
-2,864
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.06T
$7.08M 0.32%
14,090
-491
IEF icon
39
iShares 7-10 Year Treasury Bond ETF
IEF
$46B
$6.84M 0.31%
71,174
+39,014
AMZN icon
40
Amazon
AMZN
$2.55T
$6.68M 0.3%
28,924
+550
JPM icon
41
JPMorgan Chase
JPM
$834B
$6.63M 0.3%
20,571
-1,122
VCIT icon
42
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$59.7B
$6.25M 0.28%
74,670
-3,770
SPY icon
43
SPDR S&P 500 ETF Trust
SPY
$715B
$6.15M 0.28%
9,013
+326
SCHF icon
44
Schwab International Equity ETF
SCHF
$57.6B
$5.59M 0.25%
232,636
-1,800
IWR icon
45
iShares Russell Mid-Cap ETF
IWR
$48.6B
$5.38M 0.24%
55,923
-229
V icon
46
Visa
V
$632B
$5.1M 0.23%
14,553
-526
VTV icon
47
Vanguard Value ETF
VTV
$164B
$4.74M 0.21%
24,818
+396
IWM icon
48
iShares Russell 2000 ETF
IWM
$77.3B
$4.65M 0.21%
18,903
+548
JNJ icon
49
Johnson & Johnson
JNJ
$529B
$4.3M 0.19%
20,773
-1,065
VTI icon
50
Vanguard Total Stock Market ETF
VTI
$582B
$4.23M 0.19%
12,617
-256
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