AIM

Acropolis Investment Management Portfolio holdings

AUM $2.22B
1-Year Est. Return 14.05%
This Quarter Est. Return
1 Year Est. Return
+14.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.22B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$86M
3
+$69.7M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$17.3M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$5.59M

Top Sells

1
+$88.4M
2
+$62.8M
3
+$46.9M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.5M
5
AAPL icon
Apple
AAPL
+$1.35M

Sector Composition

1 Technology 3.18%
2 Financials 1.67%
3 Industrials 1.32%
4 Consumer Staples 1.31%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ESGU icon
76
iShares ESG Aware MSCI USA ETF
ESGU
$15.8B
$2.03M 0.09%
13,610
+1,390
TSLA icon
77
Tesla
TSLA
$1.46T
$2.01M 0.09%
4,467
-780
ORLY icon
78
O'Reilly Automotive
ORLY
$79B
$1.97M 0.09%
21,576
-1,014
JMBS icon
79
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$7.06B
$1.94M 0.09%
42,404
-1,551
URI icon
80
United Rentals
URI
$59B
$1.93M 0.09%
2,384
-20
LOW icon
81
Lowe's Companies
LOW
$155B
$1.88M 0.08%
7,804
-825
DE icon
82
Deere & Co
DE
$139B
$1.87M 0.08%
4,023
+258
META icon
83
Meta Platforms (Facebook)
META
$1.56T
$1.71M 0.08%
2,597
-20
ETR icon
84
Entergy
ETR
$42.7B
$1.69M 0.08%
18,276
+632
ESGD icon
85
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.2B
$1.68M 0.08%
17,693
+820
EFSC icon
86
Enterprise Financial Services Corp
EFSC
$2.08B
$1.68M 0.08%
31,105
-375
HD icon
87
Home Depot
HD
$377B
$1.67M 0.08%
4,865
-392
ABBV icon
88
AbbVie
ABBV
$383B
$1.61M 0.07%
7,038
+60
MRK icon
89
Merck
MRK
$275B
$1.58M 0.07%
15,049
-744
EA icon
90
Electronic Arts
EA
$51.1B
$1.58M 0.07%
7,742
-428
RTX icon
91
RTX Corp
RTX
$268B
$1.56M 0.07%
8,482
+1,247
COST icon
92
Costco
COST
$425B
$1.54M 0.07%
1,781
-6
IBB icon
93
iShares Biotechnology ETF
IBB
$8.54B
$1.5M 0.07%
8,902
-24
BA icon
94
Boeing
BA
$194B
$1.49M 0.07%
6,867
+2,451
XLE icon
95
State Street Energy Select Sector SPDR ETF
XLE
$28.7B
$1.48M 0.07%
33,199
-31
TSM icon
96
TSMC
TSM
$1.77T
$1.47M 0.07%
4,844
+1,319
CAT icon
97
Caterpillar
CAT
$303B
$1.46M 0.07%
2,540
+138
TJX icon
98
TJX Companies
TJX
$173B
$1.42M 0.06%
9,267
-1,128
MU icon
99
Micron Technology
MU
$379B
$1.42M 0.06%
4,962
-422
GOOG icon
100
Alphabet (Google) Class C
GOOG
$4.02T
$1.4M 0.06%
4,469
-145
2 3
4
5 6