AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
This Quarter Return
+6.11%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$1.68B
AUM Growth
+$1.68B
(+6.4%)
Cap. Flow
+$8.76M
Cap. Flow
% of AUM
0.52%
Top 10 Holdings %
Top 10 Hldgs %
67.09%
Holding
304
New
16
Increased
85
Reduced
124
Closed
6
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 2.78% |
| 2 | Industrials | 1.45% |
| 3 | Financials | 1.41% |
| 4 | Healthcare | 1.4% |
| 5 | Consumer Discretionary | 1.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Kimberly-Clark
KMB
$42.8B
| $1.57M | 0.09% |
11,050
+132
| +1% | +$18.8K |
|
77
Verizon
VZ
$186B
| $1.54M | 0.09% |
34,351
-564
| -2% | -$25.3K |
|
78
Vanguard Mid-Cap Value ETF
VOE
$18.8B
| $1.52M | 0.09% |
9,338
+345
| +4% | +$56.1K |
|
79
Mastercard
MA
$538B
| $1.5M | 0.09% |
3,033
+6
| +0.2% | +$2.96K |
|
80
Comcast
CMCSA
$125B
| $1.49M | 0.09% |
35,777
-3,368
| -9% | -$141K |
|
81
Eli Lilly
LLY
$657B
| $1.48M | 0.09% |
1,666
+47
| +3% | +$41.6K |
|
82
eBay
EBAY
$41.4B
| $1.43M | 0.08% |
21,968
-814
| -4% | -$53K |
|
83
iShares ESG Aware MSCI USA ETF
ESGU
$14.2B
| $1.43M | 0.08% |
11,320
+610
| +6% | +$77K |
|
84
CDW
CDW
$21.6B
| $1.42M | 0.08% |
6,296
-1,303
| -17% | -$295K |
|
85
PepsiCo
PEP
$204B
| $1.38M | 0.08% |
8,134
-152
| -2% | -$25.8K |
|
86
Deere & Co
DE
$129B
| $1.34M | 0.08% |
3,215
-86
| -3% | -$35.9K |
|
87
Elevance Health
ELV
$71.8B
| $1.34M | 0.08% |
2,570
-27
| -1% | -$14K |
|
88
3M
MMM
$82.8B
| $1.29M | 0.08% |
9,409
-46
| -0.5% | -$6.29K |
|
89
Bristol-Myers Squibb
BMY
$96B
| $1.26M | 0.08% |
24,445
+5
| +0% | +$259 |
|
90
Target
TGT
$43.6B
| $1.24M | 0.07% |
7,975
-298
| -4% | -$46.4K |
|
91
TJX Companies
TJX
$152B
| $1.24M | 0.07% |
10,530
-256
| -2% | -$30.1K |
|
92
LyondellBasell Industries
LYB
$18.1B
| $1.18M | 0.07% |
12,345
-1,300
| -10% | -$125K |
|
93
Entergy
ETR
$39.3B
| $1.16M | 0.07% |
8,836
+69
| +0.8% | +$9.08K |
|
94
Energy Select Sector SPDR Fund
XLE
$27.6B
| $1.16M | 0.07% |
13,217
-258
| -2% | -$22.7K |
|
95
iShares Biotechnology ETF
IBB
$5.6B
| $1.14M | 0.07% |
7,843
-495
| -6% | -$72.1K |
|
96
Vanguard Real Estate ETF
VNQ
$34.6B
| $1.11M | 0.07% |
11,597
-97
| -0.8% | -$9.28K |
|
97
Electronic Arts
EA
$43B
| $1.08M | 0.06% |
7,532
-15
| -0.2% | -$2.15K |
|
98
Costco
COST
$418B
| $1.04M | 0.06% |
1,168
-2
| -0.2% | -$1.77K |
|
99
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.27B
| $1.02M | 0.06% |
7,300
-13
| -0.2% | -$1.81K |
|
100
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
| $967K | 0.06% |
18,370
-456,516
| -96% | -$24M |
|