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
DSI icon
126
iShares MSCI KLD 400 Social ETF
DSI
$5B
$944K 0.04%
7,793
-140
GE icon
127
GE Aerospace
GE
$328B
$917K 0.04%
3,232
+17
IWV icon
128
iShares Russell 3000 ETF
IWV
$18.5B
$873K 0.04%
2,355
USB icon
129
US Bancorp
USB
$87.5B
$864K 0.04%
16,608
-49
CSCO icon
130
Cisco
CSCO
$325B
$862K 0.04%
11,110
+1,160
ACN icon
131
Accenture
ACN
$119B
$854K 0.04%
4,309
-846
OMC icon
132
Omnicom Group
OMC
$21.8B
$847K 0.04%
11,253
-1,106
QCOM icon
133
Qualcomm
QCOM
$142B
$841K 0.04%
6,529
+773
CSX icon
134
CSX Corp
CSX
$78.3B
$833K 0.04%
20,283
-205
ESML icon
135
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.28B
$831K 0.04%
17,670
-235
MCD icon
136
McDonald's
MCD
$218B
$827K 0.04%
2,659
-61
EMR icon
137
Emerson Electric
EMR
$78.9B
$825K 0.04%
6,295
-413
ABT icon
138
Abbott
ABT
$176B
$824K 0.04%
8,024
-149
SHY icon
139
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$819K 0.04%
9,921
+7
PLTR icon
140
Palantir
PLTR
$340B
$819K 0.04%
5,598
+20
EEM icon
141
iShares MSCI Emerging Markets ETF
EEM
$27.5B
$788K 0.03%
13,876
BAC icon
142
Bank of America
BAC
$388B
$785K 0.03%
16,097
-1,108
MAS icon
143
Masco
MAS
$13.2B
$757K 0.03%
12,536
-1,278
UNP icon
144
Union Pacific
UNP
$150B
$754K 0.03%
3,107
MMM icon
145
3M
MMM
$79B
$751K 0.03%
5,174
-438
SPDW icon
146
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39B
$736K 0.03%
16,127
-2,390
GEV icon
147
GE Vernova
GEV
$265B
$731K 0.03%
838
+37
EAGG icon
148
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.7B
$731K 0.03%
15,366
+495
IWC icon
149
iShares Micro-Cap ETF
IWC
$1.33B
$716K 0.03%
4,485
SCHA icon
150
Schwab U.S Small- Cap ETF
SCHA
$21.4B
$714K 0.03%
24,546
+150
4 5
6
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