AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
1-Year Return
10.81%
This Quarter Return
-3.77%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$1.29B
AUM Growth
+$15.7M
(+1.2%)
Cap. Flow
+$67.5M
Cap. Flow
% of AUM
5.23%
Top 10 Holdings %
Top 10 Hldgs %
65.3%
Holding
280
New
25
Increased
87
Reduced
102
Closed
6
Top Buys
Top Sells
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$4.05M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$1.29M |
| 3 |
NVIDIA
NVDA
|
$1.21M |
| 4 |
PepsiCo
PEP
|
$1.14M |
| 5 |
Vanguard Total Bond Market
BND
|
$1.04M |
Sector Composition
| 1 | Technology | 2.44% |
| 2 | Healthcare | 1.51% |
| 3 | Industrials | 1.39% |
| 4 | Financials | 1.35% |
| 5 | Consumer Staples | 1.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Deere & Co
DE
$128B
| $1.34M | 0.1% |
3,554
-20
| -0.6% | -$7.55K |
|
77
United Rentals
URI
$62.1B
| $1.33M | 0.1% |
2,986
+1,262
| +73% | +$561K |
|
78
CDW
CDW
$21.8B
| $1.27M | 0.1% |
6,304
+1,234
| +24% | +$249K |
|
79
Energy Select Sector SPDR Fund
XLE
$27.2B
| $1.25M | 0.1% |
13,840
| – | – |
|
80
Masco
MAS
$15.5B
| $1.25M | 0.1% |
23,348
+967
| +4% | +$51.7K |
|
81
Elevance Health
ELV
$69.4B
| $1.22M | 0.09% |
2,799
-149
| -5% | -$64.9K |
|
82
Vanguard Mid-Cap Value ETF
VOE
$18.8B
| $1.19M | 0.09% |
9,082
+33
| +0.4% | +$4.32K |
|
83
iShares ESG Aware MSCI USA ETF
ESGU
$14.3B
| $1.17M | 0.09% |
12,410
-175
| -1% | -$16.4K |
|
84
TJX Companies
TJX
$157B
| $1.16M | 0.09% |
13,075
+175
| +1% | +$15.6K |
|
85
Mastercard
MA
$538B
| $1.16M | 0.09% |
2,928
+1,251
| +75% | +$495K |
|
86
Kimberly-Clark
KMB
$42.9B
| $1.1M | 0.09% |
9,112
+443
| +5% | +$53.5K |
|
87
iShares Biotechnology ETF
IBB
$5.68B
| $1.1M | 0.09% |
8,995
-132
| -1% | -$16.1K |
|
88
Vanguard Total Stock Market ETF
VTI
$529B
| $1.06M | 0.08% |
5,010
-12
| -0.2% | -$2.55K |
|
89
LyondellBasell Industries
LYB
$17.5B
| $1.05M | 0.08% |
11,107
+410
| +4% | +$38.8K |
|
90
Bristol-Myers Squibb
BMY
$95B
| $1M | 0.08% |
17,314
+5,704
| +49% | +$331K |
|
91
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $953K | 0.07% |
11,767
+6,747
| +134% | +$546K |
|
92
Verizon
VZ
$186B
| $945K | 0.07% |
29,168
+906
| +3% | +$29.4K |
|
93
Cummins
CMI
$55.2B
| $925K | 0.07% |
4,050
-459
| -10% | -$105K |
|
94
Intel
INTC
$108B
| $913K | 0.07% |
25,680
-606
| -2% | -$21.5K |
|
95
Rockwell Automation
ROK
$38.4B
| $885K | 0.07% |
3,095
-173
| -5% | -$49.5K |
|
96
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $862K | 0.07% |
11,465
| – | – |
|
97
iShares MBS ETF
MBB
$41.1B
| $846K | 0.07% |
9,524
-439
| -4% | -$39K |
|
98
3M
MMM
$82.8B
| $833K | 0.06% |
10,636
+763
| +8% | +$59.7K |
|
99
Tesla
TSLA
$1.09T
| $830K | 0.06% |
3,317
+32
| +1% | +$8.01K |
|
100
AbbVie
ABBV
$376B
| $819K | 0.06% |
5,491
+2,172
| +65% | +$324K |
|