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
CMI icon
126
Cummins
CMI
$79.3B
$906K 0.05%
2,767
+138
EMR icon
127
Emerson Electric
EMR
$83.2B
$895K 0.05%
6,715
+1,143
MBB icon
128
iShares MBS ETF
MBB
$39.2B
$889K 0.05%
9,467
+436
GD icon
129
General Dynamics
GD
$99.6B
$839K 0.04%
2,878
+150
IWV icon
130
iShares Russell 3000 ETF
IWV
$18.6B
$827K 0.04%
2,355
+1,655
GOOG icon
131
Alphabet (Google) Class C
GOOG
$4.02T
$819K 0.04%
4,614
+1,516
TSM icon
132
TSMC
TSM
$1.77T
$798K 0.04%
3,525
+145
ROK icon
133
Rockwell Automation
ROK
$47.3B
$796K 0.04%
2,396
+103
MPC icon
134
Marathon Petroleum
MPC
$53.4B
$787K 0.04%
4,739
+402
USB icon
135
US Bancorp
USB
$83.9B
$776K 0.04%
17,156
+4,581
SPDW icon
136
SPDR Portfolio Developed World ex-US ETF
SPDW
$34.7B
$769K 0.04%
18,997
TT icon
137
Trane Technologies
TT
$85.9B
$752K 0.04%
1,719
+52
EXPE icon
138
Expedia Group
EXPE
$36.1B
$749K 0.04%
4,438
+123
DG icon
139
Dollar General
DG
$33.4B
$740K 0.04%
6,473
+611
IBM icon
140
IBM
IBM
$279B
$734K 0.04%
2,491
+294
T icon
141
AT&T
T
$168B
$721K 0.04%
24,931
+1,572
UNP icon
142
Union Pacific
UNP
$137B
$715K 0.04%
+3,107
CSCO icon
143
Cisco
CSCO
$297B
$712K 0.04%
10,265
+1,008
CEG icon
144
Constellation Energy
CEG
$124B
$692K 0.04%
2,143
+235
XLP icon
145
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.3B
$673K 0.03%
8,310
+1,500
EEM icon
146
iShares MSCI Emerging Markets ETF
EEM
$23B
$671K 0.03%
13,909
+708
GPC icon
147
Genuine Parts
GPC
$18.9B
$670K 0.03%
5,521
+171
PLTR icon
148
Palantir
PLTR
$422B
$667K 0.03%
4,896
+2,073
XLF icon
149
State Street Financial Select Sector SPDR ETF
XLF
$53.6B
$667K 0.03%
12,742
+1,247
ESML icon
150
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.21B
$667K 0.03%
16,145
4 5
6
7 8