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
PEP icon
101
PepsiCo
PEP
$195B
$969K 0.05%
7,341
-602
SHY icon
102
iShares 1-3 Year Treasury Bond ETF
SHY
$24.1B
$966K 0.05%
11,663
+1,672
CMCSA icon
103
Comcast
CMCSA
$99.7B
$966K 0.05%
27,068
-4,977
DSI icon
104
iShares MSCI KLD 400 Social ETF
DSI
$4.99B
$931K 0.05%
8,018
-115
IBB icon
105
iShares Biotechnology ETF
IBB
$6.31B
$918K 0.05%
7,258
NSC icon
106
Norfolk Southern
NSC
$63.8B
$904K 0.05%
3,532
+8
ELV icon
107
Elevance Health
ELV
$70.6B
$901K 0.05%
2,317
-51
MMM icon
108
3M
MMM
$87.6B
$893K 0.05%
5,865
-16
AVGO icon
109
Broadcom
AVGO
$1.65T
$885K 0.05%
3,210
+149
CAT icon
110
Caterpillar
CAT
$264B
$863K 0.05%
2,222
+7
CMI icon
111
Cummins
CMI
$65.3B
$861K 0.05%
2,629
-1
MBB icon
112
iShares MBS ETF
MBB
$41.5B
$848K 0.05%
9,031
-97
VNQ icon
113
Vanguard Real Estate ETF
VNQ
$33.8B
$816K 0.04%
9,166
BKNG icon
114
Booking.com
BKNG
$159B
$799K 0.04%
138
-4
GD icon
115
General Dynamics
GD
$93.6B
$796K 0.04%
2,728
SPDW icon
116
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.6B
$769K 0.04%
18,997
-1,550
TSM icon
117
TSMC
TSM
$1.49T
$766K 0.04%
3,380
+185
ROK icon
118
Rockwell Automation
ROK
$42B
$762K 0.04%
2,293
-49
MCD icon
119
McDonald's
MCD
$213B
$759K 0.04%
2,599
-333
RTX icon
120
RTX Corp
RTX
$237B
$754K 0.04%
5,162
+16
EMR icon
121
Emerson Electric
EMR
$72.9B
$743K 0.04%
5,572
-47
TT icon
122
Trane Technologies
TT
$96.3B
$729K 0.04%
1,667
-1,656
EXPE icon
123
Expedia Group
EXPE
$31.8B
$728K 0.04%
4,315
-83
MPC icon
124
Marathon Petroleum
MPC
$58.2B
$720K 0.04%
4,337
-37
AXP icon
125
American Express
AXP
$254B
$694K 0.04%
2,177
+26
3 4
5
6 7