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
SCHA icon
151
Schwab U.S Small- Cap ETF
SCHA
$20.7B
$695K 0.03%
24,396
XLF icon
152
State Street Financial Select Sector SPDR ETF
XLF
$53.6B
$686K 0.03%
12,520
-222
DFAC icon
153
Dimensional US Core Equity 2 ETF
DFAC
$41.5B
$682K 0.03%
17,233
GPC icon
154
Genuine Parts
GPC
$18.6B
$680K 0.03%
5,529
+8
JMST icon
155
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.41B
$670K 0.03%
+13,148
VGT icon
156
Vanguard Information Technology ETF
VGT
$114B
$669K 0.03%
887
+5
SCHX icon
157
Schwab US Large- Cap ETF
SCHX
$64.5B
$667K 0.03%
24,785
+795
CMCSA icon
158
Comcast
CMCSA
$104B
$652K 0.03%
21,813
-7,931
SPYM
159
State Street SPDR Portfolio S&P 500 ETF
SPYM
$102B
$640K 0.03%
7,982
+3
XLP icon
160
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.3B
$638K 0.03%
8,210
-100
UPS icon
161
United Parcel Service
UPS
$91.1B
$620K 0.03%
6,254
+721
BUSE icon
162
First Busey Corp
BUSE
$2.14B
$603K 0.03%
25,333
T icon
163
AT&T
T
$168B
$591K 0.03%
23,794
-1,137
IYH icon
164
iShares US Healthcare ETF
IYH
$3.57B
$590K 0.03%
9,070
-275
NOC icon
165
Northrop Grumman
NOC
$93.2B
$577K 0.03%
1,011
+199
TT icon
166
Trane Technologies
TT
$85.6B
$566K 0.03%
1,453
-266
AGG icon
167
iShares Core US Aggregate Bond ETF
AGG
$137B
$564K 0.03%
5,644
-12,036
WFC icon
168
Wells Fargo
WFC
$275B
$558K 0.03%
5,985
+550
GS icon
169
Goldman Sachs
GS
$280B
$554K 0.02%
630
+11
SCHE icon
170
Schwab Emerging Markets Equity ETF
SCHE
$12B
$541K 0.02%
16,512
GEV icon
171
GE Vernova
GEV
$174B
$524K 0.02%
801
+355
XLI icon
172
State Street Industrial Select Sector SPDR ETF
XLI
$28.1B
$505K 0.02%
3,257
-135
LEU icon
173
Centrus Energy
LEU
$5.57B
$500K 0.02%
2,060
+60
TGT icon
174
Target
TGT
$49.7B
$495K 0.02%
5,060
-760
BAH icon
175
Booz Allen Hamilton
BAH
$11.7B
$489K 0.02%
5,798
+1
5 6
7
8 9