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
IBM icon
151
IBM
IBM
$230B
$700K 0.03%
2,886
-22
T icon
152
AT&T
T
$178B
$688K 0.03%
23,737
-57
NOC icon
153
Northrop Grumman
NOC
$96.4B
$683K 0.03%
1,001
-10
JMST icon
154
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.39B
$670K 0.03%
13,148
DFAC icon
155
Dimensional US Core Equity 2 ETF
DFAC
$43.7B
$670K 0.03%
17,233
SCHX icon
156
Schwab US Large- Cap ETF
SCHX
$66.3B
$643K 0.03%
25,096
+311
BUSE icon
157
First Busey Corp
BUSE
$2.29B
$640K 0.03%
25,333
TGT icon
158
Target
TGT
$55.6B
$626K 0.03%
5,161
+101
UPS icon
159
United Parcel Service
UPS
$88B
$625K 0.03%
6,355
+101
VGT icon
160
Vanguard Information Technology ETF
VGT
$118B
$623K 0.03%
893
+6
XLF icon
161
State Street Financial Select Sector SPDR ETF
XLF
$51.4B
$618K 0.03%
12,524
+4
COF icon
162
Capital One
COF
$126B
$616K 0.03%
3,374
+61
CMCSA icon
163
Comcast
CMCSA
$102B
$612K 0.03%
21,300
-513
SPYM
164
State Street SPDR Portfolio S&P 500 ETF
SPYM
$132B
$611K 0.03%
7,983
+1
ELV icon
165
Elevance Health
ELV
$68.8B
$609K 0.03%
2,079
-30
XLP icon
166
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$608K 0.03%
7,420
-790
CEG icon
167
Constellation Energy
CEG
$107B
$606K 0.03%
2,170
-1
TT icon
168
Trane Technologies
TT
$102B
$597K 0.03%
1,433
-20
ISRG icon
169
Intuitive Surgical
ISRG
$166B
$593K 0.03%
1,287
+4
GPC icon
170
Genuine Parts
GPC
$15.3B
$562K 0.02%
5,313
-216
IYH icon
171
iShares US Healthcare ETF
IYH
$2.93B
$559K 0.02%
9,070
PL icon
172
Planet Labs
PL
$11.9B
$559K 0.02%
20,000
SCHE icon
173
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$540K 0.02%
16,395
-117
NFLX icon
174
Netflix
NFLX
$455B
$535K 0.02%
5,560
+400
GS icon
175
Goldman Sachs
GS
$265B
$533K 0.02%
630
5 6
7
8 9