AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
This Quarter Return
+0.67%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$693M
AUM Growth
+$693M
(+5.9%)
Cap. Flow
+$35.7M
Cap. Flow
% of AUM
5.16%
Top 10 Holdings %
Top 10 Hldgs %
74.58%
Holding
164
New
23
Increased
74
Reduced
42
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$5.92M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$4.77M |
| 3 |
Vanguard Total Bond Market
BND
|
$3.74M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.21M |
| 5 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$2.68M |
Top Sells
Sector Composition
| 1 | Technology | 2.16% |
| 2 | Industrials | 1.77% |
| 3 | Financials | 1.54% |
| 4 | Healthcare | 1.29% |
| 5 | Consumer Staples | 1.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
UnitedHealth
UNH
$281B
| $2.94M | 0.42% |
13,524
-64
| -0.5% | -$13.9K |
|
27
iShares Russell 2000 ETF
IWM
$67B
| $2.62M | 0.38% |
17,636
+222
| +1% | +$33K |
|
28
Johnson & Johnson
JNJ
$427B
| $2.58M | 0.37% |
19,940
+896
| +5% | +$116K |
|
29
Schwab International Equity ETF
SCHF
$50.3B
| $2.51M | 0.36% |
78,781
-8,433
| -10% | -$269K |
|
30
Vanguard Small-Cap ETF
VB
$66.4B
| $2.29M | 0.33% |
14,847
+4,489
| +43% | +$691K |
|
31
Travelers Companies
TRV
$61.1B
| $1.99M | 0.29% |
13,491
+52
| +0.4% | +$7.68K |
|
32
Technology Select Sector SPDR Fund
XLK
$83.9B
| $1.99M | 0.29% |
24,904
+1,247
| +5% | +$99.7K |
|
33
Marathon Petroleum
MPC
$54.6B
| $1.91M | 0.28% |
31,640
-799
| -2% | -$48.3K |
|
34
Chevron
CVX
$324B
| $1.89M | 0.27% |
15,962
+381
| +2% | +$45.2K |
|
35
iShares US Real Estate ETF
IYR
$3.76B
| $1.81M | 0.26% |
19,526
-650
| -3% | -$60.3K |
|
36
Home Depot
HD
$405B
| $1.73M | 0.25% |
7,494
-145
| -2% | -$33.4K |
|
37
TJX Companies
TJX
$152B
| $1.66M | 0.24% |
30,093
+335
| +1% | +$18.5K |
|
38
Lockheed Martin
LMT
$106B
| $1.59M | 0.23% |
4,086
-49
| -1% | -$19.1K |
|
39
iShares Select U.S. REIT ETF
ICF
$1.93B
| $1.57M | 0.23% |
13,112
| – | – |
|
40
Estee Lauder
EL
$33B
| $1.56M | 0.23% |
7,927
-55
| -0.7% | -$10.8K |
|
41
iShares Core US REIT ETF
USRT
$3.09B
| $1.54M | 0.22% |
27,680
-180
| -0.6% | -$10K |
|
42
Visa
V
$683B
| $1.51M | 0.22% |
8,755
+3,178
| +57% | +$547K |
|
43
iShares 3-7 Year Treasury Bond ETF
IEI
$16.8B
| $1.49M | 0.21% |
11,742
+265
| +2% | +$33.6K |
|
44
iShares Russell 1000 ETF
IWB
$43.2B
| $1.47M | 0.21% |
8,927
| – | – |
|
45
iShares Russell 1000 Growth ETF
IWF
$116B
| $1.47M | 0.21% |
9,191
-190
| -2% | -$30.3K |
|
46
3M
MMM
$82.8B
| $1.46M | 0.21% |
8,887
+96
| +1% | +$15.8K |
|
47
iShares US Technology ETF
IYW
$22.9B
| $1.44M | 0.21% |
7,039
| – | – |
|
48
iShares Micro-Cap ETF
IWC
$904M
| $1.31M | 0.19% |
14,892
-535
| -3% | -$47.2K |
|
49
American Express
AXP
$231B
| $1.25M | 0.18% |
10,561
+97
| +0.9% | +$11.5K |
|
50
Emerson Electric
EMR
$74.3B
| $1.25M | 0.18% |
18,879
-333
| -2% | -$22K |
|