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
DE icon
76
Deere & Co
DE
$128B
$1.91M 0.1%
3,765
+496
URI icon
77
United Rentals
URI
$51.9B
$1.81M 0.09%
2,404
-727
AVLV icon
78
Avantis US Large Cap Value ETF
AVLV
$8.83B
$1.8M 0.09%
26,333
+334
ACN icon
79
Accenture
ACN
$160B
$1.79M 0.09%
5,975
+292
HCA icon
80
HCA Healthcare
HCA
$117B
$1.78M 0.09%
4,650
-7
COST icon
81
Costco
COST
$405B
$1.77M 0.09%
1,787
+592
AGG icon
82
iShares Core US Aggregate Bond ETF
AGG
$134B
$1.75M 0.09%
17,680
+2,121
EBAY icon
83
eBay
EBAY
$37.3B
$1.74M 0.09%
23,372
+706
EFSC icon
84
Enterprise Financial Services Corp
EFSC
$2.04B
$1.73M 0.09%
31,480
+19,440
VZ icon
85
Verizon
VZ
$173B
$1.67M 0.08%
38,604
+3,037
TSLA icon
86
Tesla
TSLA
$1.42T
$1.67M 0.08%
5,247
+1,633
AXP icon
87
American Express
AXP
$251B
$1.66M 0.08%
5,203
+3,026
ESGU icon
88
iShares ESG Aware MSCI USA ETF
ESGU
$15.2B
$1.65M 0.08%
12,220
KMB icon
89
Kimberly-Clark
KMB
$36.2B
$1.56M 0.08%
12,117
+875
ESGD icon
90
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.6B
$1.51M 0.08%
16,873
+4,390
MAS icon
91
Masco
MAS
$13.6B
$1.48M 0.08%
23,039
+865
ETR icon
92
Entergy
ETR
$42.4B
$1.47M 0.07%
17,644
+476
LLY icon
93
Eli Lilly
LLY
$954B
$1.43M 0.07%
1,840
+4
XLE icon
94
Energy Select Sector SPDR Fund
XLE
$27.7B
$1.41M 0.07%
16,615
+3,850
VOE icon
95
Vanguard Mid-Cap Value ETF
VOE
$19.7B
$1.38M 0.07%
8,400
BMY icon
96
Bristol-Myers Squibb
BMY
$100B
$1.34M 0.07%
28,924
+2,462
EA icon
97
Electronic Arts
EA
$50.6B
$1.3M 0.07%
8,170
+233
ABBV icon
98
AbbVie
ABBV
$398B
$1.3M 0.07%
6,978
+3,746
TJX icon
99
TJX Companies
TJX
$170B
$1.28M 0.07%
10,395
+888
VNQ icon
100
Vanguard Real Estate ETF
VNQ
$34.3B
$1.27M 0.06%
14,310
+5,144
2 3
4
5 6