AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
This Quarter Return
-1.24%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$462M
AUM Growth
–
Cap. Flow
+$462M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
58.49%
Holding
114
New
114
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$54.4M |
| 2 |
Vanguard Total Bond Market
BND
|
$41.5M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$35.2M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$24.3M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$21.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 4.58% |
| 2 | Energy | 2.65% |
| 3 | Healthcare | 2.03% |
| 4 | Consumer Staples | 1.96% |
| 5 | Technology | 1.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
US Bancorp
USB
$76B
| $171K | 0.04% |
+4,736
| New | +$171K |
|
102
FirstCash
FCFS
$6.53B
| $171K | 0.04% |
+3,467
| New | +$171K |
|
|
AXJL
103
DELISTED
WisdomTree Asia-Pacific ex-Japan Fund
AXJL
| $163K | 0.04% |
+2,580
| New | +$163K |
|
104
ConocoPhillips
COP
$124B
| $151K | 0.03% |
+2,501
| New | +$151K |
|
105
Expeditors International
EXPD
$16.4B
| $130K | 0.03% |
+3,410
| New | +$130K |
|
106
Teva Pharmaceuticals
TEVA
$21.1B
| $129K | 0.03% |
+3,283
| New | +$129K |
|
107
Verizon
VZ
$186B
| $128K | 0.03% |
+2,552
| New | +$128K |
|
108
Enterprise Financial Services Corp
EFSC
$2.27B
| $122K | 0.03% |
+7,620
| New | +$122K |
|
109
Plains All American Pipeline
PAA
$12.7B
| $119K | 0.03% |
+2,128
| New | +$119K |
|
110
Archer Daniels Midland
ADM
$30.1B
| $116K | 0.03% |
+3,413
| New | +$116K |
|
111
L3Harris
LHX
$51.9B
| $114K | 0.02% |
+2,324
| New | +$114K |
|
112
Occidental Petroleum
OXY
$46.9B
| $107K | 0.02% |
+1,197
| New | +$107K |
|
113
Altria Group
MO
$113B
| $102K | 0.02% |
+2,910
| New | +$102K |
|
114
HP
HPQ
$26.7B
| $100K | 0.02% |
+4,035
| New | +$100K |
|