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
$1.82B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$4.9M
3
+$4.01M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.75M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.59M

Top Sells

1
+$1.47M
2
+$1.11M
3
+$1.04M
4
TT icon
Trane Technologies
TT
+$724K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$605K

Sector Composition

1 Technology 2.53%
2 Financials 1.51%
3 Industrials 1.2%
4 Consumer Discretionary 1.07%
5 Consumer Staples 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EBAY icon
76
eBay
EBAY
$37.9B
$1.69M 0.09%
22,666
+31
MA icon
77
Mastercard
MA
$496B
$1.68M 0.09%
2,996
+32
HD icon
78
Home Depot
HD
$369B
$1.67M 0.09%
4,553
-65
DE icon
79
Deere & Co
DE
$126B
$1.66M 0.09%
3,269
+2
ESGU icon
80
iShares ESG Aware MSCI USA ETF
ESGU
$15.1B
$1.65M 0.09%
12,220
+481
AGG icon
81
iShares Core US Aggregate Bond ETF
AGG
$132B
$1.54M 0.08%
15,559
-656
VZ icon
82
Verizon
VZ
$169B
$1.54M 0.08%
35,567
+676
KMB icon
83
Kimberly-Clark
KMB
$34.5B
$1.45M 0.08%
11,242
-342
LLY icon
84
Eli Lilly
LLY
$827B
$1.43M 0.08%
1,836
+51
MAS icon
85
Masco
MAS
$12.9B
$1.43M 0.08%
22,174
-2,314
ETR icon
86
Entergy
ETR
$43.4B
$1.43M 0.08%
17,168
-786
VOE icon
87
Vanguard Mid-Cap Value ETF
VOE
$19B
$1.38M 0.08%
8,400
EA icon
88
Electronic Arts
EA
$50B
$1.27M 0.07%
7,937
-165
BMY icon
89
Bristol-Myers Squibb
BMY
$95B
$1.22M 0.07%
26,462
-9,334
MRK icon
90
Merck
MRK
$214B
$1.19M 0.07%
15,043
-1,562
COST icon
91
Costco
COST
$409B
$1.18M 0.07%
1,195
+18
TJX icon
92
TJX Companies
TJX
$161B
$1.17M 0.06%
9,507
-109
TSLA icon
93
Tesla
TSLA
$1.43T
$1.15M 0.06%
3,614
+699
ESGD icon
94
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.3B
$1.11M 0.06%
12,483
+147
XLE icon
95
Energy Select Sector SPDR Fund
XLE
$26.9B
$1.08M 0.06%
12,765
+16
OMC icon
96
Omnicom Group
OMC
$14.3B
$1.08M 0.06%
14,995
-1,242
META icon
97
Meta Platforms (Facebook)
META
$1.57T
$1.04M 0.06%
1,403
+132
AMAT icon
98
Applied Materials
AMAT
$183B
$1.03M 0.06%
5,621
+491
QCOM icon
99
Qualcomm
QCOM
$183B
$988K 0.05%
6,201
-516
IJT icon
100
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.2B
$973K 0.05%
7,313
+4
2 3
4
5 6