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
$2.22B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$86M
3
+$69.7M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$17.3M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$5.59M

Top Sells

1
+$88.4M
2
+$62.8M
3
+$46.9M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.5M
5
AAPL icon
Apple
AAPL
+$1.35M

Sector Composition

1 Technology 3.18%
2 Financials 1.67%
3 Industrials 1.32%
4 Consumer Staples 1.31%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMAT icon
126
Applied Materials
AMAT
$253B
$947K 0.04%
3,684
+321
BAC icon
127
Bank of America
BAC
$379B
$946K 0.04%
17,205
-1,992
GD icon
128
General Dynamics
GD
$99.6B
$937K 0.04%
2,783
-95
IWV icon
129
iShares Russell 3000 ETF
IWV
$18.6B
$911K 0.04%
2,355
MMM icon
130
3M
MMM
$90.9B
$899K 0.04%
5,612
-529
EMR icon
131
Emerson Electric
EMR
$83.2B
$890K 0.04%
6,708
-7
USB icon
132
US Bancorp
USB
$83.9B
$889K 0.04%
16,657
-499
MAS icon
133
Masco
MAS
$14.8B
$877K 0.04%
13,814
-9,225
IBM icon
134
IBM
IBM
$279B
$861K 0.04%
2,908
+417
MCD icon
135
McDonald's
MCD
$220B
$831K 0.04%
2,720
-431
ESML icon
136
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.21B
$823K 0.04%
17,905
+1,760
SPDW icon
137
SPDR Portfolio Developed World ex-US ETF
SPDW
$34.7B
$822K 0.04%
18,517
-480
SHY icon
138
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
$821K 0.04%
9,914
-3,729
COF icon
139
Capital One
COF
$151B
$803K 0.04%
3,313
+547
CEG icon
140
Constellation Energy
CEG
$124B
$767K 0.03%
2,171
+28
CSCO icon
141
Cisco
CSCO
$297B
$766K 0.03%
9,950
-315
MPC icon
142
Marathon Petroleum
MPC
$53.4B
$765K 0.03%
4,703
-36
EEM icon
143
iShares MSCI Emerging Markets ETF
EEM
$23B
$759K 0.03%
13,876
-33
CSX icon
144
CSX Corp
CSX
$67.6B
$743K 0.03%
20,488
+1,652
ELV icon
145
Elevance Health
ELV
$84.9B
$739K 0.03%
2,109
-394
BKNG icon
146
Booking.com
BKNG
$167B
$728K 0.03%
136
-23
ISRG icon
147
Intuitive Surgical
ISRG
$192B
$727K 0.03%
1,283
+328
UNP icon
148
Union Pacific
UNP
$137B
$719K 0.03%
3,107
EAGG icon
149
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.41B
$712K 0.03%
14,871
+4,751
IWC icon
150
iShares Micro-Cap ETF
IWC
$1.23B
$707K 0.03%
4,485
-17
4 5
6
7 8