AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
This Quarter Return
+9.29%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$1.43B
AUM Growth
+$1.43B
(+11%)
Cap. Flow
+$22.5M
Cap. Flow
% of AUM
1.57%
Top 10 Holdings %
Top 10 Hldgs %
65.88%
Holding
288
New
14
Increased
98
Reduced
121
Closed
6
Top Buys
Top Sells
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$1.66M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$1.15M |
| 3 |
Archer Daniels Midland
ADM
|
$702K |
| 4 |
Vanguard Large-Cap ETF
VV
|
$534K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$360K |
Sector Composition
| 1 | Technology | 2.55% |
| 2 | Industrials | 1.43% |
| 3 | Healthcare | 1.38% |
| 4 | Financials | 1.37% |
| 5 | Consumer Discretionary | 1.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Vanguard Real Estate ETF
VNQ
$34.6B
| $1.48M | 0.1% |
16,796
-12,965
| -44% | -$1.15M |
|
77
CDW
CDW
$21.6B
| $1.48M | 0.1% |
6,479
+175
| +3% | +$40.1K |
|
78
PepsiCo
PEP
$204B
| $1.47M | 0.1% |
8,691
-183
| -2% | -$31K |
|
79
Deere & Co
DE
$129B
| $1.39M | 0.1% |
3,470
-84
| -2% | -$33.6K |
|
80
Vanguard Mid-Cap Value ETF
VOE
$18.8B
| $1.32M | 0.09% |
9,129
+47
| +0.5% | +$6.82K |
|
81
Elevance Health
ELV
$71.8B
| $1.32M | 0.09% |
2,804
+5
| +0.2% | +$2.36K |
|
82
iShares ESG Aware MSCI USA ETF
ESGU
$14.2B
| $1.31M | 0.09% |
12,442
+32
| +0.3% | +$3.36K |
|
83
Mastercard
MA
$538B
| $1.25M | 0.09% |
2,928
| – | – |
|
84
Intel
INTC
$107B
| $1.22M | 0.09% |
24,341
-1,339
| -5% | -$67.3K |
|
85
iShares Biotechnology ETF
IBB
$5.6B
| $1.22M | 0.09% |
8,995
| – | – |
|
86
Vanguard Total Stock Market ETF
VTI
$526B
| $1.19M | 0.08% |
5,012
+2
| +0% | +$474 |
|
87
TJX Companies
TJX
$152B
| $1.17M | 0.08% |
12,442
-633
| -5% | -$59.4K |
|
88
Energy Select Sector SPDR Fund
XLE
$27.6B
| $1.16M | 0.08% |
13,840
| – | – |
|
89
Verizon
VZ
$186B
| $1.15M | 0.08% |
30,682
+1,514
| +5% | +$56.8K |
|
90
Kimberly-Clark
KMB
$42.8B
| $1.13M | 0.08% |
9,383
+271
| +3% | +$32.7K |
|
91
LyondellBasell Industries
LYB
$18.1B
| $1.05M | 0.07% |
10,923
-184
| -2% | -$17.6K |
|
92
Target
TGT
$43.6B
| $1.04M | 0.07% |
7,271
+318
| +5% | +$45.3K |
|
93
Boeing
BA
$177B
| $1.02M | 0.07% |
3,932
+15
| +0.4% | +$3.91K |
|
94
Bristol-Myers Squibb
BMY
$96B
| $1.01M | 0.07% |
19,698
+2,384
| +14% | +$122K |
|
95
3M
MMM
$82.8B
| $971K | 0.07% |
8,853
-40
| -0.4% | -$4.39K |
|
96
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $959K | 0.07% |
11,690
-77
| -0.7% | -$6.32K |
|
97
Rockwell Automation
ROK
$38.6B
| $935K | 0.07% |
3,011
-84
| -3% | -$26.1K |
|
98
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.27B
| $914K | 0.06% |
7,305
+11
| +0.2% | +$1.38K |
|
99
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $887K | 0.06% |
11,464
-1
| -0% | -$77 |
|
100
iShares MBS ETF
MBB
$41B
| $869K | 0.06% |
9,221
-303
| -3% | -$28.5K |
|