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
EFA icon
51
iShares MSCI EAFE ETF
EFA
$73.3B
$4.14M 0.19%
43,158
-616
IWD icon
52
iShares Russell 1000 Value ETF
IWD
$71.6B
$4.14M 0.19%
19,692
UNH icon
53
UnitedHealth
UNH
$307B
$4.11M 0.18%
12,451
-2,920
IYW icon
54
iShares US Technology ETF
IYW
$21B
$4.06M 0.18%
20,338
-355
XLK icon
55
State Street Technology Select Sector SPDR ETF
XLK
$93.5B
$4.06M 0.18%
28,202
-2,226
IEI icon
56
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$3.85M 0.17%
32,261
-5,995
VBK icon
57
Vanguard Small-Cap Growth ETF
VBK
$22.2B
$3.73M 0.17%
12,359
-344
TRV icon
58
Travelers Companies
TRV
$60.5B
$3.57M 0.16%
12,312
-681
XOM icon
59
Exxon Mobil
XOM
$545B
$3.57M 0.16%
29,671
-1,284
MS icon
60
Morgan Stanley
MS
$304B
$3.42M 0.15%
19,252
-1,404
BSV icon
61
Vanguard Short-Term Bond ETF
BSV
$42.5B
$3.07M 0.14%
38,940
-11,151
SXT icon
62
Sensient Technologies
SXT
$4.13B
$2.85M 0.13%
30,343
+1,922
VBR icon
63
Vanguard Small-Cap Value ETF
VBR
$34.3B
$2.84M 0.13%
13,388
+280
IWB icon
64
iShares Russell 1000 ETF
IWB
$46.8B
$2.82M 0.13%
7,558
SCZ icon
65
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.2B
$2.81M 0.13%
36,223
-3,946
CVX icon
66
Chevron
CVX
$332B
$2.71M 0.12%
17,755
-271
AVSC icon
67
Avantis US Small Cap Equity ETF
AVSC
$2.27B
$2.69M 0.12%
45,745
QQQ icon
68
Invesco QQQ Trust
QQQ
$409B
$2.64M 0.12%
4,305
-638
IWF icon
69
iShares Russell 1000 Growth ETF
IWF
$124B
$2.43M 0.11%
5,136
-10
LMT icon
70
Lockheed Martin
LMT
$134B
$2.21M 0.1%
4,563
+126
LLY icon
71
Eli Lilly
LLY
$925B
$2.2M 0.1%
2,050
+210
KR icon
72
Kroger
KR
$39.5B
$2.14M 0.1%
34,251
-3,773
HCA icon
73
HCA Healthcare
HCA
$110B
$2.12M 0.1%
4,535
-115
SNA icon
74
Snap-on
SNA
$18.9B
$2.08M 0.09%
6,046
-477
AXP icon
75
American Express
AXP
$246B
$2.04M 0.09%
5,523
+320
1 2
3
4 5