AIM

Acropolis Investment Management Portfolio holdings

AUM $1.82B
This Quarter Return
+4.95%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$1.03B
AUM Growth
+$1.03B
Cap. Flow
+$3.15M
Cap. Flow %
0.31%
Top 10 Hldgs %
72.63%
Holding
229
New
13
Increased
69
Reduced
90
Closed
6
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
IHI icon
151
iShares US Medical Devices ETF
IHI
$4.28B
$289K 0.03%
800
VEU icon
152
Vanguard FTSE All-World ex-US ETF
VEU
$48.1B
$283K 0.03%
4,460
+760
+21% +$48.2K
IYR icon
153
iShares US Real Estate ETF
IYR
$3.7B
$280K 0.03%
2,747
-808
-23% -$82.4K
DFUS icon
154
Dimensional US Equity ETF
DFUS
$16.2B
$273K 0.03%
+5,798
New +$273K
EMN icon
155
Eastman Chemical
EMN
$7.95B
$272K 0.03%
+2,330
New +$272K
VCR icon
156
Vanguard Consumer Discretionary ETF
VCR
$6.33B
$266K 0.03%
847
ABBV icon
157
AbbVie
ABBV
$373B
$262K 0.03%
2,324
AMGN icon
158
Amgen
AMGN
$154B
$261K 0.03%
1,071
CVS icon
159
CVS Health
CVS
$93.8B
$257K 0.03%
3,080
-1,885
-38% -$157K
SCHD icon
160
Schwab US Dividend Equity ETF
SCHD
$72.1B
$254K 0.02%
+3,356
New +$254K
SCHM icon
161
Schwab US Mid-Cap ETF
SCHM
$12B
$254K 0.02%
3,250
TSCO icon
162
Tractor Supply
TSCO
$32.8B
$251K 0.02%
1,350
SHOP icon
163
Shopify
SHOP
$178B
$240K 0.02%
164
+5
+3% +$7.32K
ITW icon
164
Illinois Tool Works
ITW
$76.1B
$237K 0.02%
1,058
MA icon
165
Mastercard
MA
$532B
$229K 0.02%
628
WFC icon
166
Wells Fargo
WFC
$261B
$229K 0.02%
5,065
-859
-15% -$38.8K
BG icon
167
Bunge Global
BG
$16.3B
$226K 0.02%
2,888
RSP icon
168
Invesco S&P 500 Equal Weight ETF
RSP
$73.2B
$225K 0.02%
1,491
EPP icon
169
iShares MSCI Pacific ex Japan ETF
EPP
$1.82B
$223K 0.02%
4,310
FITB icon
170
Fifth Third Bancorp
FITB
$29.9B
$220K 0.02%
5,747
-540
-9% -$20.7K
VLO icon
171
Valero Energy
VLO
$47.5B
$218K 0.02%
2,786
-430
-13% -$33.6K
CARR icon
172
Carrier Global
CARR
$53.6B
$217K 0.02%
4,455
+1
+0% +$49
ESGU icon
173
iShares ESG Aware MSCI USA ETF
ESGU
$14B
$208K 0.02%
2,110
-15
-0.7% -$1.48K
DHR icon
174
Danaher
DHR
$144B
$206K 0.02%
767
-143
-16% -$38.4K
MCHI icon
175
iShares MSCI China ETF
MCHI
$7.92B
$206K 0.02%
2,494
-978
-28% -$80.8K