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AIM

Acropolis Investment Management Portfolio holdings

AUM $2.25B
1-Year Est. Return 17.77%
This Fund
S&P 500
This Quarter Est. Return
+10.11%
1 Year Est. Return
+17.77%
3 Year Est. Return
+46.11%
5 Year Est. Return
+40.43%
10 Year Est. Return
+136.61%
AUM
$2.25B
AUM Growth
-$7.84M
Cap. Flow
-$31.2M
Cap. Flow %
-1.38%
Top 10 Hldgs %
60.51%
Holding
384
New
–
Increased
2
Reduced
77
Closed
2

Top Buys

1
LLY icon
Eli Lilly
LLY
+$97.1K
2
LRGF icon
iShares US Equity Factor ETF
LRGF
+$36.9K

Top Sells

1
VO icon
Vanguard Mid-Cap ETF
VO
+$10.7M
2
VUG icon
Vanguard Growth ETF
VUG
+$8.64M
3
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.83M
4
NVDA icon
NVIDIA
NVDA
+$1.03M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$757K

Sector Composition

1 Technology 2.76%
2 Financials 1.54%
3 Industrials 1.45%
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
$75.5B
$17.4M 0.77%
154,027
– –
MSFT icon
27
Microsoft
MSFT
$2.94T
$15.3M 0.68%
41,252
-42
-0.1% -$17K
INTF icon
28
iShares International Equity Factor ETF
INTF
$3.55B
$14.2M 0.63%
363,258
– –
VO icon
29
Vanguard Mid-Cap ETF
VO
$106B
$13.2M 0.59%
46,048
-138,144
-75% -$10.7M
WMT icon
30
Walmart Inc
WMT
$896B
$12.8M 0.57%
102,635
-383
-0.4% -$47.5K
IVE icon
31
iShares S&P 500 Value ETF
IVE
$48.6B
$11.4M 0.5%
53,885
– –
IEMG icon
32
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$10.5M 0.47%
151,135
-386
-0.3% -$30.8K
PG icon
33
Procter & Gamble
PG
$345B
$9.53M 0.42%
66,006
– –
GOOGL icon
34
Alphabet (Google) Class A
GOOGL
$4.53T
$9.14M 0.41%
31,800
-22
-0.1% -$7.92K
VUG icon
35
Vanguard Growth ETF
VUG
$227B
$8.96M 0.4%
20,519
-102,739
-83% -$8.64M
NVDA icon
36
NVIDIA
NVDA
$5.15T
$8.64M 0.38%
49,563
-5,015
-9% -$1.03M
MUB icon
37
iShares National Muni Bond ETF
MUB
$45.6B
$7.88M 0.35%
74,221
– –
IEF icon
38
iShares 7-10 Year Treasury Bond ETF
IEF
$47B
$7.1M 0.31%
74,365
– –
BRK.B icon
39
Berkshire Hathaway Class B
BRK.B
$1.05T
$6.74M 0.3%
14,073
– –
VCIT icon
40
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.7B
$6.18M 0.27%
74,670
– –
AMZN icon
41
Amazon
AMZN
$2.74T
$6.05M 0.27%
29,040
-105
-0.4% -$26.4K
JPM icon
42
JPMorgan Chase
JPM
$930B
$5.96M 0.26%
20,276
– –
SCHF icon
43
Schwab International Equity ETF
SCHF
$66.5B
$5.73M 0.25%
231,639
– –
SPY icon
44
State Street SPDR S&P 500 ETF Trust
SPY
$786B
$5.66M 0.25%
8,698
-362
-4% -$262K
IWR icon
45
iShares Russell Mid-Cap ETF
IWR
$56.7B
$5.27M 0.23%
54,176
– –
XOM icon
46
ExxonMobil
XOM
$599B
$5.1M 0.23%
30,078
-440
-1% -$65.9K
VTV icon
47
Vanguard Value ETF
VTV
$186B
$5M 0.22%
25,479
– –
JNJ icon
48
Johnson & Johnson
JNJ
$595B
$4.99M 0.22%
20,428
– –
IWM icon
49
iShares Russell 2000 ETF
IWM
$82.7B
$4.54M 0.2%
18,322
-630
-3% -$177K
V icon
50
Visa
V
$675B
$4.35M 0.19%
14,409
– –
1
2
3 4 5

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