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AIM

Acropolis Investment Management Portfolio holdings

AUM $2.25B
1-Year Est. Return 17.77%
This Fund
S&P 500
This Quarter Est. Return
+10.11%
1 Year Est. Return
+17.77%
3 Year Est. Return
+46.11%
5 Year Est. Return
+40.43%
10 Year Est. Return
+136.61%
AUM
$2.25B
AUM Growth
-$7.84M
Cap. Flow
-$31.2M
Cap. Flow %
-1.38%
Top 10 Hldgs %
60.51%
Holding
384
New
–
Increased
2
Reduced
77
Closed
2

Top Buys

1
LLY icon
Eli Lilly
LLY
+$97.1K
2
LRGF icon
iShares US Equity Factor ETF
LRGF
+$36.9K

Top Sells

1
VO icon
Vanguard Mid-Cap ETF
VO
+$10.7M
2
VUG icon
Vanguard Growth ETF
VUG
+$8.64M
3
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.83M
4
NVDA icon
NVIDIA
NVDA
+$1.03M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$757K

Sector Composition

1 Technology 2.76%
2 Financials 1.54%
3 Industrials 1.45%
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
$5.35B
$944K 0.04%
7,793
– –
GE icon
127
GE Aerospace
GE
$376B
$907K 0.04%
3,195
-37
-1% -$11.6K
IWV icon
128
iShares Russell 3000 ETF
IWV
$19.9B
$873K 0.04%
2,355
– –
ACN icon
129
Accenture
ACN
$83.8B
$854K 0.04%
4,309
– –
QCOM icon
130
Qualcomm
QCOM
$188B
$841K 0.04%
6,529
– –
CSCO icon
131
Cisco
CSCO
$441B
$839K 0.04%
10,810
-300
-3% -$31.4K
CSX icon
132
CSX Corp
CSX
$91.8B
$833K 0.04%
20,283
– –
ESML icon
133
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.86B
$831K 0.04%
17,670
– –
MCD icon
134
McDonald's
MCD
$188B
$827K 0.04%
2,659
– –
OMC icon
135
Omnicom Group
OMC
$23.1B
$826K 0.04%
10,968
-285
-3% -$21.5K
EMR icon
136
Emerson Electric
EMR
$76.3B
$825K 0.04%
6,295
– –
ABT icon
137
Abbott
ABT
$155B
$824K 0.04%
8,024
– –
SHY icon
138
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$819K 0.04%
9,921
– –
PLTR icon
139
Palantir
PLTR
$321B
$817K 0.04%
5,585
-13
-0.2% -$1.77K
EEM icon
140
iShares MSCI Emerging Markets ETF
EEM
$29B
$788K 0.03%
13,876
– –
BAC icon
141
Bank of America
BAC
$432B
$781K 0.03%
16,016
-81
-0.5% -$4.31K
MAS icon
142
Masco
MAS
$15.7B
$757K 0.03%
12,536
– –
UNP icon
143
Union Pacific
UNP
$171B
$754K 0.03%
3,107
– –
MMM icon
144
3M
MMM
$83.7B
$751K 0.03%
5,174
– –
SPDW icon
145
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.3B
$736K 0.03%
16,127
– –
EAGG icon
146
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.98B
$731K 0.03%
15,366
– –
GEV icon
147
GE Vernova
GEV
$284B
$724K 0.03%
829
-9
-1% -$9.19K
IWC icon
148
iShares Micro-Cap ETF
IWC
$1.47B
$716K 0.03%
4,485
– –
SCHA icon
149
Schwab U.S Small- Cap ETF
SCHA
$23B
$714K 0.03%
24,546
– –
IBM icon
150
IBM
IBM
$199B
$700K 0.03%
2,886
– –
4 5
6
7 8

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