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
T icon
126
AT&T
T
$176B
$676K 0.04%
23,359
+251
DG icon
127
Dollar General
DG
$21.8B
$670K 0.04%
5,862
+183
ESML icon
128
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2B
$667K 0.04%
16,145
+763
EFSC icon
129
Enterprise Financial Services Corp
EFSC
$1.95B
$663K 0.04%
12,040
IYF icon
130
iShares US Financials ETF
IYF
$4.02B
$655K 0.04%
5,410
GPC icon
131
Genuine Parts
GPC
$17.6B
$649K 0.04%
5,350
-471
IBM icon
132
IBM
IBM
$286B
$648K 0.04%
2,197
-9
BAC icon
133
Bank of America
BAC
$388B
$647K 0.04%
13,666
+170
CSCO icon
134
Cisco
CSCO
$280B
$642K 0.04%
9,257
+21
EEM icon
135
iShares MSCI Emerging Markets ETF
EEM
$20.7B
$637K 0.04%
13,201
+6
DGX icon
136
Quest Diagnostics
DGX
$20B
$622K 0.03%
3,464
+4
SCHA icon
137
Schwab U.S Small- Cap ETF
SCHA
$20.3B
$617K 0.03%
24,396
CEG icon
138
Constellation Energy
CEG
$112B
$616K 0.03%
1,908
+10
XLF icon
139
Financial Select Sector SPDR Fund
XLF
$54.3B
$602K 0.03%
11,495
-2,082
ABBV icon
140
AbbVie
ABBV
$387B
$600K 0.03%
3,232
-262
COF icon
141
Capital One
COF
$138B
$596K 0.03%
2,799
+71
CSX icon
142
CSX Corp
CSX
$65.8B
$592K 0.03%
18,148
+698
SCHX icon
143
Schwab US Large- Cap ETF
SCHX
$61.3B
$586K 0.03%
23,990
SPYM
144
State Street SPDR Portfolio S&P 500 ETF
SPYM
$89.2B
$580K 0.03%
7,979
+1
USB icon
145
US Bancorp
USB
$73.6B
$569K 0.03%
12,575
+295
PG icon
146
Procter & Gamble
PG
$343B
$568K 0.03%
3,563
-377
DHI icon
147
D.R. Horton
DHI
$42.6B
$560K 0.03%
4,346
+8
BA icon
148
Boeing
BA
$148B
$558K 0.03%
2,663
-48
XLP icon
149
Consumers Staples Select Sector SPDR Fund
XLP
$15B
$551K 0.03%
6,810
-190
GOOG icon
150
Alphabet (Google) Class C
GOOG
$3.38T
$550K 0.03%
3,098
-7
4 5
6
7 8