AIM

Acropolis Investment Management Portfolio holdings

AUM $1.97B
1-Year Est. Return 10.43%
This Quarter Est. Return
1 Year Est. Return
+10.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.97B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$10.9M
3
+$10M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.51M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.13M

Top Sells

1
+$616K
2
+$548K
3
+$496K
4
AMAT icon
Applied Materials
AMAT
+$413K
5
DHI icon
D.R. Horton
DHI
+$355K

Sector Composition

1 Technology 3.15%
2 Financials 1.76%
3 Consumer Staples 1.59%
4 Industrials 1.28%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMT icon
26
Walmart
WMT
$888B
$10.5M 0.53%
107,100
+13,833
INTF icon
27
iShares International Equity Factor ETF
INTF
$2.79B
$10.4M 0.53%
303,958
+2,545
IVE icon
28
iShares S&P 500 Value ETF
IVE
$47.4B
$10.3M 0.52%
52,819
+792
NVDA icon
29
NVIDIA
NVDA
$4.37T
$9.9M 0.5%
62,665
+7,391
VUG icon
30
Vanguard Growth ETF
VUG
$201B
$9.6M 0.49%
21,899
+842
IEMG icon
31
iShares Core MSCI Emerging Markets ETF
IEMG
$118B
$9.43M 0.48%
157,093
+14,894
DFCF icon
32
Dimensional Core Fixed Income ETF
DFCF
$8.54B
$8.45M 0.43%
199,864
+1,640
MUB icon
33
iShares National Muni Bond ETF
MUB
$41.4B
$7.61M 0.39%
72,880
+7,805
BRK.B icon
34
Berkshire Hathaway Class B
BRK.B
$1.11T
$7.08M 0.36%
14,581
+3,631
VCIT icon
35
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.4B
$6.5M 0.33%
78,440
+4,406
JPM icon
36
JPMorgan Chase
JPM
$846B
$6.29M 0.32%
21,693
+1,540
AMZN icon
37
Amazon
AMZN
$2.51T
$6.22M 0.32%
28,374
+2,452
GOOGL icon
38
Alphabet (Google) Class A
GOOGL
$3.83T
$5.9M 0.3%
33,453
+1,258
SPY icon
39
SPDR S&P 500 ETF Trust
SPY
$699B
$5.37M 0.27%
8,687
+2,943
V icon
40
Visa
V
$641B
$5.35M 0.27%
15,079
+292
SCHF icon
41
Schwab International Equity ETF
SCHF
$53.4B
$5.18M 0.26%
234,436
+25,140
IWR icon
42
iShares Russell Mid-Cap ETF
IWR
$45.9B
$5.16M 0.26%
56,152
UNH icon
43
UnitedHealth
UNH
$297B
$4.8M 0.24%
15,371
+5,077
IEI icon
44
iShares 3-7 Year Treasury Bond ETF
IEI
$17.5B
$4.56M 0.23%
38,256
+1,615
VGIT icon
45
Vanguard Intermediate-Term Treasury ETF
VGIT
$34.8B
$4.38M 0.22%
73,208
+9,650
VTV icon
46
Vanguard Value ETF
VTV
$153B
$4.32M 0.22%
24,422
+1,376
IWM icon
47
iShares Russell 2000 ETF
IWM
$71.7B
$3.96M 0.2%
18,355
+3,722
BSV icon
48
Vanguard Short-Term Bond ETF
BSV
$39.2B
$3.94M 0.2%
50,091
+1,223
EFA icon
49
iShares MSCI EAFE ETF
EFA
$68.6B
$3.91M 0.2%
43,774
+1,821
VTI icon
50
Vanguard Total Stock Market ETF
VTI
$564B
$3.91M 0.2%
12,873
+6,386
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