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
AVLV icon
101
Avantis US Large Cap Value ETF
AVLV
$9.61B
$1.39M 0.06%
18,334
-7,999
VOE icon
102
Vanguard Mid-Cap Value ETF
VOE
$21.2B
$1.39M 0.06%
7,811
-589
ACN icon
103
Accenture
ACN
$177B
$1.38M 0.06%
5,155
-820
CMI icon
104
Cummins
CMI
$79.3B
$1.37M 0.06%
2,687
-80
EXPE icon
105
Expedia Group
EXPE
$36.1B
$1.33M 0.06%
4,702
+264
EBAY icon
106
eBay
EBAY
$43.4B
$1.3M 0.06%
14,884
-8,488
DIA icon
107
SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.9B
$1.27M 0.06%
2,645
+545
PEP icon
108
PepsiCo
PEP
$200B
$1.25M 0.06%
8,679
-410
AVGO icon
109
Broadcom
AVGO
$1.63T
$1.19M 0.05%
3,435
+51
AEE icon
110
Ameren
AEE
$27.9B
$1.18M 0.05%
11,794
+1,553
VNQ icon
111
Vanguard Real Estate ETF
VNQ
$35B
$1.18M 0.05%
13,298
-1,012
IYF icon
112
iShares US Financials ETF
IYF
$4.22B
$1.13M 0.05%
8,770
-140
VZ icon
113
Verizon
VZ
$166B
$1.1M 0.05%
27,001
-11,603
NSC icon
114
Norfolk Southern
NSC
$65.2B
$1.08M 0.05%
3,725
-20
ROK icon
115
Rockwell Automation
ROK
$47.3B
$1.07M 0.05%
2,758
+362
MA icon
116
Mastercard
MA
$487B
$1.05M 0.05%
1,843
-57
ABT icon
117
Abbott
ABT
$215B
$1.02M 0.05%
8,173
-222
DSI icon
118
iShares MSCI KLD 400 Social ETF
DSI
$5.19B
$1.02M 0.05%
7,933
-85
IJT icon
119
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.71B
$1.02M 0.05%
7,202
-111
AOA icon
120
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.82B
$1.01M 0.05%
11,289
+80
BMY icon
121
Bristol-Myers Squibb
BMY
$115B
$1.01M 0.05%
18,671
-10,253
OMC icon
122
Omnicom Group
OMC
$25.4B
$998K 0.04%
12,359
-3,651
PLTR icon
123
Palantir
PLTR
$422B
$991K 0.04%
5,578
+682
GE icon
124
GE Aerospace
GE
$337B
$990K 0.04%
3,215
+1,119
QCOM icon
125
Qualcomm
QCOM
$173B
$984K 0.04%
5,756
-808
3 4
5
6 7