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
$1.97B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1 +$18.3M
2 +$10.9M
3 +$10M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.51M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.13M

Top Sells

1 +$616K
2 +$548K
3 +$496K
4
AMAT icon
Applied Materials
AMAT
+$413K
5
DHI icon
D.R. Horton
DHI
+$355K

Sector Composition

1 Technology 3.15%
2 Financials 1.76%
3 Consumer Staples 1.59%
4 Industrials 1.28%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MRK icon
101
Merck
MRK
$275B
$1.25M 0.06%
15,793
+750
PEP icon
102
PepsiCo
PEP
$200B
$1.2M 0.06%
9,089
+1,748
OMC icon
103
Omnicom Group
OMC
$25.4B
$1.15M 0.06%
16,010
+1,015
ABT icon
104
Abbott
ABT
$215B
$1.14M 0.06%
8,395
+5,059
SHY icon
105
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
$1.13M 0.06%
13,643
+1,980
IBB icon
106
iShares Biotechnology ETF
IBB
$8.54B
$1.13M 0.06%
8,926
+1,668
IYF icon
107
iShares US Financials ETF
IYF
$4.22B
$1.08M 0.05%
8,910
+3,500
MA icon
108
Mastercard
MA
$487B
$1.07M 0.05%
1,900
-1,096
CMCSA icon
109
Comcast
CMCSA
$103B
$1.06M 0.05%
29,744
+2,676
RTX icon
110
RTX Corp
RTX
$268B
$1.06M 0.05%
7,235
+2,073
QCOM icon
111
Qualcomm
QCOM
$173B
$1.05M 0.05%
6,564
+363
AEE icon
112
Ameren
AEE
$27.9B
$984K 0.05%
10,241
+5,974
ELV icon
113
Elevance Health
ELV
$84.9B
$973K 0.05%
2,503
+186
IJT icon
114
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.71B
$973K 0.05%
7,313
NSC icon
115
Norfolk Southern
NSC
$65.2B
$959K 0.05%
3,745
+213
MMM icon
116
3M
MMM
$90.9B
$935K 0.05%
6,141
+276
AOA icon
117
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.82B
$935K 0.05%
11,209
+7,566
AVGO icon
118
Broadcom
AVGO
$1.63T
$933K 0.05%
3,384
+174
CAT icon
119
Caterpillar
CAT
$303B
$933K 0.05%
2,402
+180
DSI icon
120
iShares MSCI KLD 400 Social ETF
DSI
$5.19B
$931K 0.05%
8,018
DIA icon
121
SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.9B
$925K 0.05%
+2,100
BA icon
122
Boeing
BA
$194B
$925K 0.05%
4,416
+1,753
MCD icon
123
McDonald's
MCD
$220B
$921K 0.05%
3,151
+552
BKNG icon
124
Booking.com
BKNG
$167B
$920K 0.05%
159
+21
BAC icon
125
Bank of America
BAC
$379B
$908K 0.05%
19,197
+5,531