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
MU icon
151
Micron Technology
MU
$379B
$664K 0.03%
5,384
+1,788
DGX icon
152
Quest Diagnostics
DGX
$21.2B
$621K 0.03%
3,456
-8
DFAC icon
153
Dimensional US Core Equity 2 ETF
DFAC
$41.5B
$618K 0.03%
+17,233
SCHA icon
154
Schwab U.S Small- Cap ETF
SCHA
$20.7B
$617K 0.03%
24,396
AMAT icon
155
Applied Materials
AMAT
$253B
$616K 0.03%
3,363
-2,258
CSX icon
156
CSX Corp
CSX
$67.6B
$615K 0.03%
18,836
+688
BAH icon
157
Booz Allen Hamilton
BAH
$11.8B
$604K 0.03%
5,797
+3,329
COF icon
158
Capital One
COF
$151B
$588K 0.03%
2,766
-33
SCHX icon
159
Schwab US Large- Cap ETF
SCHX
$64.5B
$586K 0.03%
23,990
VGT icon
160
Vanguard Information Technology ETF
VGT
$114B
$585K 0.03%
882
+222
EOG icon
161
EOG Resources
EOG
$58.6B
$582K 0.03%
4,866
+665
SPYM
162
State Street SPDR Portfolio S&P 500 ETF
SPYM
$102B
$580K 0.03%
7,979
BUSE icon
163
First Busey Corp
BUSE
$2.2B
$580K 0.03%
+25,333
IWC icon
164
iShares Micro-Cap ETF
IWC
$1.23B
$575K 0.03%
+4,502
TGT icon
165
Target
TGT
$50.3B
$574K 0.03%
5,820
+302
UPS icon
166
United Parcel Service
UPS
$92.2B
$559K 0.03%
5,533
+869
GE icon
167
GE Aerospace
GE
$337B
$539K 0.03%
2,096
+829
IYH icon
168
iShares US Healthcare ETF
IYH
$3.57B
$528K 0.03%
9,345
+500
INTU icon
169
Intuit
INTU
$154B
$527K 0.03%
669
+226
ISRG icon
170
Intuitive Surgical
ISRG
$192B
$519K 0.03%
955
-25
CDW icon
171
CDW
CDW
$17.2B
$502K 0.03%
2,809
+46
XLI icon
172
State Street Industrial Select Sector SPDR ETF
XLI
$28.1B
$500K 0.03%
3,392
SCHE icon
173
Schwab Emerging Markets Equity ETF
SCHE
$12B
$498K 0.03%
16,512
EAGG icon
174
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.41B
$481K 0.02%
10,120
+4,790
ADBE icon
175
Adobe
ADBE
$127B
$472K 0.02%
1,221
+32
5 6
7
8 9