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
XLK icon
51
Technology Select Sector SPDR Fund
XLK
$93.8B
$3.85M 0.2%
15,214
+1,923
IWD icon
52
iShares Russell 1000 Value ETF
IWD
$68B
$3.82M 0.19%
19,692
IYW icon
53
iShares US Technology ETF
IYW
$21B
$3.59M 0.18%
20,693
-20
VBK icon
54
Vanguard Small-Cap Growth ETF
VBK
$20.7B
$3.52M 0.18%
12,703
+113
TRV icon
55
Travelers Companies
TRV
$65.3B
$3.48M 0.18%
12,993
+1,302
XOM icon
56
Exxon Mobil
XOM
$495B
$3.34M 0.17%
30,955
+3,231
JNJ icon
57
Johnson & Johnson
JNJ
$498B
$3.34M 0.17%
21,838
+1,240
IEF icon
58
iShares 7-10 Year Treasury Bond ETF
IEF
$45.1B
$3.08M 0.16%
32,160
+1,945
SCZ icon
59
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.4B
$2.92M 0.15%
40,169
+900
MS icon
60
Morgan Stanley
MS
$269B
$2.91M 0.15%
20,656
+2,096
SXT icon
61
Sensient Technologies
SXT
$4.09B
$2.8M 0.14%
+28,421
KR icon
62
Kroger
KR
$45B
$2.73M 0.14%
38,024
+2,349
QQQ icon
63
Invesco QQQ Trust
QQQ
$405B
$2.73M 0.14%
4,943
+595
CVX icon
64
Chevron
CVX
$306B
$2.58M 0.13%
18,026
+2,081
IWB icon
65
iShares Russell 1000 ETF
IWB
$45.4B
$2.57M 0.13%
7,558
VBR icon
66
Vanguard Small-Cap Value ETF
VBR
$32B
$2.56M 0.13%
13,108
+505
AVSC icon
67
Avantis US Small Cap Equity ETF
AVSC
$2.04B
$2.36M 0.12%
45,745
IWF icon
68
iShares Russell 1000 Growth ETF
IWF
$125B
$2.18M 0.11%
5,146
LMT icon
69
Lockheed Martin
LMT
$103B
$2.05M 0.1%
4,437
+485
ORLY icon
70
O'Reilly Automotive
ORLY
$86B
$2.04M 0.1%
22,590
-462
SNA icon
71
Snap-on
SNA
$17.8B
$2.03M 0.1%
6,523
+176
JMBS icon
72
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.76B
$1.98M 0.1%
43,955
META icon
73
Meta Platforms (Facebook)
META
$1.62T
$1.93M 0.1%
2,617
+1,214
HD icon
74
Home Depot
HD
$360B
$1.93M 0.1%
5,257
+704
LOW icon
75
Lowe's Companies
LOW
$139B
$1.91M 0.1%
8,629
+848
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3
4 5