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AIM

Acropolis Investment Management Portfolio holdings

AUM $2.25B
1-Year Est. Return 17.77%
This Fund
S&P 500
This Quarter Est. Return
+10.11%
1 Year Est. Return
+17.77%
3 Year Est. Return
+46.11%
5 Year Est. Return
+40.43%
10 Year Est. Return
+136.61%
AUM
$2.25B
AUM Growth
-$7.84M
Cap. Flow
-$31.2M
Cap. Flow %
-1.38%
Top 10 Hldgs %
60.51%
Holding
384
New
–
Increased
2
Reduced
77
Closed
2

Top Buys

1
LLY icon
Eli Lilly
LLY
+$97.1K
2
LRGF icon
iShares US Equity Factor ETF
LRGF
+$36.9K

Top Sells

1
VO icon
Vanguard Mid-Cap ETF
VO
+$10.7M
2
VUG icon
Vanguard Growth ETF
VUG
+$8.64M
3
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.83M
4
NVDA icon
NVIDIA
NVDA
+$1.03M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$757K

Sector Composition

1 Technology 2.76%
2 Financials 1.54%
3 Industrials 1.45%
4 Consumer Staples 1.39%
5 Healthcare 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLI icon
176
State Street Industrial Select Sector SPDR ETF
XLI
$33.4B
$527K 0.02%
3,257
– –
AMGN icon
177
Amgen
AMGN
$193B
$522K 0.02%
1,483
– –
PFE icon
178
Pfizer
PFE
$141B
$516K 0.02%
18,379
– –
LRCX icon
179
Lam Research
LRCX
$419B
$512K 0.02%
2,395
– –
BKNG icon
180
Booking.com
BKNG
$142B
$501K 0.02%
119
-2,856
-96% -$487K
VLO icon
181
Valero Energy
VLO
$86.9B
$501K 0.02%
2,026
– –
VEU icon
182
Vanguard FTSE All-World ex-US ETF
VEU
$66.8B
$489K 0.02%
6,507
-335
-5% -$27.4K
CCJ icon
183
Cameco
CCJ
$39.6B
$477K 0.02%
4,390
– –
WFC icon
184
Wells Fargo
WFC
$265B
$476K 0.02%
5,985
– –
ESGV icon
185
Vanguard ESG US Stock ETF
ESGV
$13.3B
$474K 0.02%
4,220
– –
AMD icon
186
Advanced Micro Devices
AMD
$863B
$472K 0.02%
2,319
– –
DGX icon
187
Quest Diagnostics
DGX
$22.3B
$466K 0.02%
2,376
-100
-4% -$19.6K
STX icon
188
Seagate
STX
$187B
$461K 0.02%
1,177
– –
KO icon
189
Coca-Cola
KO
$355B
$461K 0.02%
6,056
-143
-2% -$11.3K
BAH icon
190
Booz Allen Hamilton
BAH
$7.67B
$452K 0.02%
5,798
– –
VLUE icon
191
iShares MSCI USA Value Factor ETF
VLUE
$9.7B
$446K 0.02%
3,135
– –
ETN icon
192
Eaton
ETN
$160B
$432K 0.02%
1,208
– –
SCHM icon
193
Schwab US Mid-Cap ETF
SCHM
$14.7B
$432K 0.02%
13,943
– –
DFSV
194
Dimensional US Small Cap Value ETF
DFSV
$8.04B
$428K 0.02%
12,216
– –
SDY icon
195
State Street SPDR S&P Dividend ETF
SDY
$21.4B
$421K 0.02%
2,885
– –
SPTS icon
196
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.08B
$420K 0.02%
14,400
– –
SCHW
197
Charles Schwab
SCHW
$179B
$419K 0.02%
4,463
-3
-0.1% -$274
VIG icon
198
Vanguard Dividend Appreciation ETF
VIG
$110B
$416K 0.02%
1,934
– –
SCHD icon
199
Schwab US Dividend Equity ETF
SCHD
$98.3B
$415K 0.02%
13,511
-822
-6% -$26.1K
VYM icon
200
Vanguard High Dividend Yield ETF
VYM
$80B
$396K 0.02%
2,671
– –
6 7
8
9 10

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