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
TGT icon
151
Target
TGT
$41.5B
$544K 0.03%
5,518
-1,228
ISRG icon
152
Intuitive Surgical
ISRG
$199B
$533K 0.03%
980
-6
EOG icon
153
EOG Resources
EOG
$57.6B
$502K 0.03%
4,201
-2,185
XLI icon
154
Industrial Select Sector SPDR Fund
XLI
$23.7B
$500K 0.03%
3,392
+103
IYH icon
155
iShares US Healthcare ETF
IYH
$2.95B
$500K 0.03%
8,845
-1,165
SCHE icon
156
Schwab Emerging Markets Equity ETF
SCHE
$11.5B
$498K 0.03%
16,512
-262
DHR icon
157
Danaher
DHR
$148B
$496K 0.03%
2,509
+8
CDW icon
158
CDW
CDW
$18.5B
$493K 0.03%
2,763
-337
NFLX icon
159
Netflix
NFLX
$468B
$479K 0.03%
358
+31
UPS icon
160
United Parcel Service
UPS
$81.4B
$471K 0.03%
4,664
-641
ADBE icon
161
Adobe
ADBE
$137B
$460K 0.03%
1,189
+238
ABT icon
162
Abbott
ABT
$220B
$454K 0.02%
3,336
+115
KO icon
163
Coca-Cola
KO
$303B
$445K 0.02%
6,294
-63
MU icon
164
Micron Technology
MU
$267B
$443K 0.02%
3,596
+27
VGT icon
165
Vanguard Information Technology ETF
VGT
$110B
$438K 0.02%
660
JVAL icon
166
JPMorgan US Value Factor ETF
JVAL
$558M
$427K 0.02%
9,650
-440
SBUX icon
167
Starbucks
SBUX
$97.3B
$426K 0.02%
4,650
+58
SPTS icon
168
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.77B
$422K 0.02%
14,400
+1,250
SCHM icon
169
Schwab US Mid-Cap ETF
SCHM
$13.4B
$421K 0.02%
14,997
SDY icon
170
State Street SPDR S&P Dividend ETF
SDY
$19.9B
$410K 0.02%
3,022
-300
AEE icon
171
Ameren
AEE
$28.3B
$410K 0.02%
4,267
-113
VOT icon
172
Vanguard Mid-Cap Growth ETF
VOT
$17.5B
$405K 0.02%
1,423
+8
ORCL icon
173
Oracle
ORCL
$682B
$404K 0.02%
1,850
+47
TXN icon
174
Texas Instruments
TXN
$146B
$389K 0.02%
1,875
+52
PLTR icon
175
Palantir
PLTR
$424B
$385K 0.02%
2,823
+576
5 6
7
8 9