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
VTI icon
51
Vanguard Total Stock Market ETF
VTI
$603B
$4.12M 0.18%
12,829
+212
IWD icon
52
iShares Russell 1000 Value ETF
IWD
$73.7B
$4.04M 0.18%
18,925
-767
EFA icon
53
iShares MSCI EAFE ETF
EFA
$76.2B
$3.96M 0.18%
40,798
-2,360
IEI icon
54
iShares 3-7 Year Treasury Bond ETF
IEI
$18.8B
$3.85M 0.17%
32,433
+172
VBK icon
55
Vanguard Small-Cap Growth ETF
VBK
$21.9B
$3.77M 0.17%
12,469
+110
XLK icon
56
State Street Technology Select Sector SPDR ETF
XLK
$96B
$3.75M 0.17%
28,202
IYW icon
57
iShares US Technology ETF
IYW
$19.9B
$3.59M 0.16%
19,777
-561
CVX icon
58
Chevron
CVX
$368B
$3.56M 0.16%
17,194
-561
TRV icon
59
Travelers Companies
TRV
$63.7B
$3.37M 0.15%
11,547
-765
MS icon
60
Morgan Stanley
MS
$303B
$3.03M 0.13%
18,439
-813
UNH icon
61
UnitedHealth
UNH
$285B
$3.02M 0.13%
11,145
-1,306
VBR icon
62
Vanguard Small-Cap Value ETF
VBR
$34.1B
$2.97M 0.13%
13,648
+260
AVSC icon
63
Avantis US Small Cap Equity ETF
AVSC
$2.58B
$2.85M 0.13%
45,745
LMT icon
64
Lockheed Martin
LMT
$141B
$2.84M 0.13%
4,699
+136
SXT icon
65
Sensient Technologies
SXT
$3.97B
$2.84M 0.13%
32,805
+2,462
SCZ icon
66
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.4B
$2.82M 0.12%
35,965
-258
BSV icon
67
Vanguard Short-Term Bond ETF
BSV
$44.4B
$2.8M 0.12%
35,716
-3,224
IWB icon
68
iShares Russell 1000 ETF
IWB
$45.5B
$2.69M 0.12%
7,558
QQQ icon
69
Invesco QQQ Trust
QQQ
$413B
$2.49M 0.11%
4,309
+4
KR icon
70
Kroger
KR
$41.2B
$2.45M 0.11%
33,819
-432
SNA icon
71
Snap-on
SNA
$19.7B
$2.19M 0.1%
6,037
-9
DE icon
72
Deere & Co
DE
$156B
$2.17M 0.1%
3,844
-179
HCA icon
73
HCA Healthcare
HCA
$111B
$2.16M 0.1%
4,566
+31
IWF icon
74
iShares Russell 1000 Growth ETF
IWF
$123B
$2.15M 0.1%
5,049
-87
ORLY icon
75
O'Reilly Automotive
ORLY
$78.2B
$1.97M 0.09%
21,383
-193
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3
4 5