AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
This Quarter Return
+4.95%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$1.03B
AUM Growth
+$1.03B
(+5.2%)
Cap. Flow
+$3.15M
Cap. Flow
% of AUM
0.31%
Top 10 Holdings %
Top 10 Hldgs %
72.63%
Holding
229
New
13
Increased
69
Reduced
90
Closed
6
Top Buys
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.69M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$1.84M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$1.71M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.17M |
| 5 |
Vanguard Large-Cap ETF
VV
|
$754K |
Sector Composition
| 1 | Technology | 2.54% |
| 2 | Industrials | 1.76% |
| 3 | Financials | 1.54% |
| 4 | Healthcare | 1.52% |
| 5 | Consumer Discretionary | 1.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
TJX Companies
TJX
$152B
| $1.9M | 0.18% |
28,219
-520
| -2% | -$35.1K |
|
52
Chevron
CVX
$324B
| $1.86M | 0.18% |
17,775
+14
| +0.1% | +$1.47K |
|
53
Home Depot
HD
$405B
| $1.84M | 0.18% |
5,766
-274
| -5% | -$87.4K |
|
54
Rockwell Automation
ROK
$38.6B
| $1.81M | 0.18% |
6,314
+85
| +1% | +$24.3K |
|
55
Exxon Mobil
XOM
$487B
| $1.77M | 0.17% |
28,093
+65
| +0.2% | +$4.1K |
|
56
iShares Biotechnology ETF
IBB
$5.6B
| $1.69M | 0.16% |
10,296
-237
| -2% | -$38.8K |
|
57
Comcast
CMCSA
$125B
| $1.68M | 0.16% |
29,469
+732
| +3% | +$41.7K |
|
58
PepsiCo
PEP
$204B
| $1.66M | 0.16% |
11,224
+171
| +2% | +$25.3K |
|
59
O'Reilly Automotive
ORLY
$88B
| $1.64M | 0.16% |
2,887
-69
| -2% | -$39.1K |
|
60
Deere & Co
DE
$129B
| $1.52M | 0.15% |
4,299
-390
| -8% | -$138K |
|
61
Morgan Stanley
MS
$240B
| $1.5M | 0.15% |
16,406
-288
| -2% | -$26.4K |
|
62
Invesco QQQ Trust
QQQ
$364B
| $1.49M | 0.14% |
4,201
-401
| -9% | -$142K |
|
63
Lockheed Martin
LMT
$106B
| $1.49M | 0.14% |
3,927
-55
| -1% | -$20.8K |
|
64
Cummins
CMI
$54.9B
| $1.47M | 0.14% |
6,018
-52
| -0.9% | -$12.7K |
|
65
Verizon
VZ
$186B
| $1.43M | 0.14% |
25,474
-1,037
| -4% | -$58.1K |
|
66
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.4M | 0.14% |
5,042
-285
| -5% | -$79.2K |
|
67
iShares Select U.S. REIT ETF
ICF
$1.93B
| $1.3M | 0.13% |
19,860
+9
| +0% | +$588 |
|
68
Elevance Health
ELV
$71.8B
| $1.28M | 0.12% |
3,360
-64
| -2% | -$24.4K |
|
69
Snap-on
SNA
$17B
| $1.2M | 0.12% |
5,375
+239
| +5% | +$53.4K |
|
70
NVIDIA
NVDA
$4.24T
| $1.18M | 0.11% |
1,471
+73
| +5% | +$58.4K |
|
71
Lowe's Companies
LOW
$145B
| $1.17M | 0.11% |
6,027
+56
| +0.9% | +$10.9K |
|
72
Masco
MAS
$15.4B
| $1.16M | 0.11% |
19,598
+250
| +1% | +$14.7K |
|
73
Procter & Gamble
PG
$368B
| $1.14M | 0.11% |
8,451
+36
| +0.4% | +$4.86K |
|
74
iShares Micro-Cap ETF
IWC
$904M
| $1.14M | 0.11% |
7,438
-1,634
| -18% | -$249K |
|
75
Omnicom Group
OMC
$15.2B
| $1.13M | 0.11% |
14,118
+1,022
| +8% | +$81.7K |
|