AIM

Acropolis Investment Management Portfolio holdings

AUM $2.26B
1-Year Est. Return 14.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.26B
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$39.2M
2
+$25.1M
3
+$18.5M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$5.28M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$3.1M

Top Sells

1
+$18.5M
2
+$17.5M
3
+$9.47M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.9M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.32M

Sector Composition

1 Technology 2.8%
2 Financials 1.54%
3 Industrials 1.46%
4 Consumer Staples 1.39%
5 Healthcare 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVLV icon
101
Avantis US Large Cap Value ETF
AVLV
$11B
$1.42M 0.06%
17,566
-768
CMI icon
102
Cummins
CMI
$85.1B
$1.35M 0.06%
2,507
-180
BA icon
103
Boeing
BA
$176B
$1.32M 0.06%
6,639
-228
VZ icon
104
Verizon
VZ
$188B
$1.3M 0.06%
25,895
-1,106
AEE icon
105
Ameren
AEE
$30.9B
$1.29M 0.06%
11,775
-19
EA icon
106
Electronic Arts
EA
$50.8B
$1.28M 0.06%
6,297
-1,445
PEP icon
107
PepsiCo
PEP
$212B
$1.28M 0.06%
8,262
-417
AMAT icon
108
Applied Materials
AMAT
$313B
$1.28M 0.06%
3,732
+48
PPA icon
109
Invesco Aerospace & Defense ETF
PPA
$8.38B
$1.27M 0.06%
7,669
+6,137
DIA icon
110
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.8B
$1.26M 0.06%
2,712
+67
BMY icon
111
Bristol-Myers Squibb
BMY
$119B
$1.24M 0.05%
20,462
+1,791
BOTZ icon
112
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.32B
$1.22M 0.05%
36,667
+28,949
EBAY icon
113
eBay
EBAY
$45B
$1.21M 0.05%
13,267
-1,617
VNQ icon
114
Vanguard Real Estate ETF
VNQ
$36.3B
$1.18M 0.05%
13,298
AIQ icon
115
Global X Artificial Intelligence & Technology ETF
AIQ
$8.21B
$1.17M 0.05%
25,160
+20,609
MPC icon
116
Marathon Petroleum
MPC
$65.9B
$1.12M 0.05%
4,583
-120
IJT icon
117
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.01B
$1.08M 0.05%
7,433
+231
NSC icon
118
Norfolk Southern
NSC
$67.3B
$1.06M 0.05%
3,708
-17
AOA icon
119
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.98B
$1.05M 0.05%
11,921
+632
EXPE icon
120
Expedia Group
EXPE
$30.5B
$1.05M 0.05%
4,567
-135
IYF icon
121
iShares US Financials ETF
IYF
$3.45B
$1.03M 0.05%
8,770
AVGO icon
122
Broadcom
AVGO
$1.88T
$963K 0.04%
3,112
-323
ROK icon
123
Rockwell Automation
ROK
$45.5B
$962K 0.04%
2,681
-77
GD icon
124
General Dynamics
GD
$92.1B
$955K 0.04%
2,783
MA icon
125
Mastercard
MA
$458B
$946K 0.04%
1,894
+51
3 4
5
6 7