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
$1.82B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$4.9M
3
+$4.01M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.75M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.59M

Top Sells

1
+$1.47M
2
+$1.11M
3
+$1.04M
4
TT icon
Trane Technologies
TT
+$724K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$605K

Sector Composition

1 Technology 2.53%
2 Financials 1.51%
3 Industrials 1.2%
4 Consumer Discretionary 1.07%
5 Consumer Staples 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
51
UnitedHealth
UNH
$294B
$3.21M 0.18%
10,294
-1,004
IWM icon
52
iShares Russell 2000 ETF
IWM
$69.3B
$3.16M 0.17%
14,633
JNJ icon
53
Johnson & Johnson
JNJ
$450B
$3.15M 0.17%
20,598
+36
TRV icon
54
Travelers Companies
TRV
$62.4B
$3.13M 0.17%
11,691
-20
XOM icon
55
Exxon Mobil
XOM
$494B
$2.99M 0.16%
27,724
-457
IEF icon
56
iShares 7-10 Year Treasury Bond ETF
IEF
$38.6B
$2.89M 0.16%
30,215
+1,205
SCZ icon
57
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.7B
$2.85M 0.16%
39,269
-6,931
MS icon
58
Morgan Stanley
MS
$258B
$2.61M 0.14%
18,560
+8
IWB icon
59
iShares Russell 1000 ETF
IWB
$45.1B
$2.57M 0.14%
7,558
KR icon
60
Kroger
KR
$43B
$2.56M 0.14%
35,675
-216
VBR icon
61
Vanguard Small-Cap Value ETF
VBR
$31.1B
$2.46M 0.14%
12,603
+155
QQQ icon
62
Invesco QQQ Trust
QQQ
$387B
$2.4M 0.13%
4,348
+344
AVSC icon
63
Avantis US Small Cap Equity ETF
AVSC
$1.88B
$2.36M 0.13%
+45,745
URI icon
64
United Rentals
URI
$54B
$2.36M 0.13%
3,131
+23
CVX icon
65
Chevron
CVX
$310B
$2.28M 0.13%
15,945
-423
IWF icon
66
iShares Russell 1000 Growth ETF
IWF
$123B
$2.18M 0.12%
5,146
+72
ORLY icon
67
O'Reilly Automotive
ORLY
$82.1B
$2.08M 0.11%
23,052
-348
JMBS icon
68
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.43B
$1.98M 0.11%
43,955
-3,800
SNA icon
69
Snap-on
SNA
$17.9B
$1.98M 0.11%
6,347
-111
VTI icon
70
Vanguard Total Stock Market ETF
VTI
$547B
$1.97M 0.11%
6,487
-44
LMT icon
71
Lockheed Martin
LMT
$106B
$1.83M 0.1%
3,952
+161
HCA icon
72
HCA Healthcare
HCA
$109B
$1.78M 0.1%
4,657
+78
AVLV icon
73
Avantis US Large Cap Value ETF
AVLV
$8.36B
$1.77M 0.1%
25,999
+16,405
LOW icon
74
Lowe's Companies
LOW
$131B
$1.73M 0.09%
7,781
-223
ACN icon
75
Accenture
ACN
$152B
$1.7M 0.09%
5,683
-170
1 2
3
4 5