AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
This Quarter Return
+4.85%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$1.22B
AUM Growth
+$1.22B
(+9.1%)
Cap. Flow
+$50.4M
Cap. Flow
% of AUM
4.14%
Top 10 Holdings %
Top 10 Hldgs %
66.34%
Holding
253
New
9
Increased
89
Reduced
96
Closed
2
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 2.24% |
| 2 | Healthcare | 1.55% |
| 3 | Consumer Staples | 1.53% |
| 4 | Industrials | 1.43% |
| 5 | Financials | 1.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
SPDR S&P 500 ETF Trust
SPY
$658B
| $2.39M | 0.2% | 5,826 | – | – |
|
52
Travelers Companies
TRV
$61.1B
| $2.32M | 0.19% | 13,556 +51 | +0.4% | +$8.74K |
|
53
Berkshire Hathaway Class B
BRK.B
$1.09T
| $2.31M | 0.19% | 7,479 +299 | +4% | +$92.3K |
|
54
iShares US Technology ETF
IYW
$22.9B
| $2.29M | 0.19% | 24,626 -175 | -0.7% | -$16.2K |
|
55
Visa
V
$683B
| $2.24M | 0.18% | 9,924 -70 | -0.7% | -$15.8K |
|
56
iShares Core US Aggregate Bond ETF
AGG
$131B
| $2.09M | 0.17% | 20,977 -2,204 | -10% | -$220K |
|
57
Vanguard Small-Cap Value ETF
VBR
$31.4B
| $2.08M | 0.17% | 13,115 +409 | +3% | +$64.9K |
|
58
Accenture
ACN
$162B
| $1.93M | 0.16% | 6,750 -2 | -0% | -$572 |
|
59
Lockheed Martin
LMT
$106B
| $1.91M | 0.16% | 4,048 | – | – |
|
60
iShares Russell 1000 ETF
IWB
$43.2B
| $1.89M | 0.16% | 8,387 | – | – |
|
61
Merck
MRK
$210B
| $1.87M | 0.15% | 17,578 +454 | +3% | +$48.3K |
|
62
NVIDIA
NVDA
$4.24T
| $1.85M | 0.15% | 6,663 -83 | -1% | -$23.1K |
|
63
Estee Lauder
EL
$33B
| $1.79M | 0.15% | 7,280 +108 | +2% | +$26.6K |
|
64
Vanguard Value ETF
VTV
$144B
| $1.75M | 0.14% | 12,704 +36 | +0.3% | +$4.97K |
|
65
Omnicom Group
OMC
$15.2B
| $1.69M | 0.14% | 17,907 +241 | +1% | +$22.7K |
|
66
Kroger
KR
$44.9B
| $1.68M | 0.14% | 33,928 +981 | +3% | +$48.4K |
|
67
Home Depot
HD
$405B
| $1.67M | 0.14% | 5,663 -13 | -0.2% | -$3.84K |
|
68
Snap-on
SNA
$17B
| $1.67M | 0.14% | 6,746 +46 | +0.7% | +$11.4K |
|
69
Amazon
AMZN
$2.44T
| $1.63M | 0.13% | 15,817 +7 | +0% | +$723 |
|
70
Morgan Stanley
MS
$240B
| $1.63M | 0.13% | 18,511 +318 | +2% | +$27.9K |
|
71
Dimensional Core Fixed Income ETF
DFCF
$7.45B
| $1.57M | 0.13% | 36,940 +1,545 | +4% | +$65.7K |
|
72
iShares Russell 1000 Growth ETF
IWF
$116B
| $1.52M | 0.13% | 6,236 | – | – |
|
73
Elevance Health
ELV
$71.8B
| $1.51M | 0.12% | 3,285 -19 | -0.6% | -$8.74K |
|
74
Lowe's Companies
LOW
$145B
| $1.49M | 0.12% | 7,475 +295 | +4% | +$59K |
|
75
Deere & Co
DE
$129B
| $1.48M | 0.12% | 3,588 -26 | -0.7% | -$10.7K |
|