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
$1.97B
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
PM icon
176
Philip Morris
PM
$244B
$458K 0.02%
2,512
+425
NFLX icon
177
Netflix
NFLX
$463B
$457K 0.02%
3,410
-170
KO icon
178
Coca-Cola
KO
$310B
$438K 0.02%
6,196
-98
GS icon
179
Goldman Sachs
GS
$243B
$438K 0.02%
619
+270
JVAL icon
180
JPMorgan US Value Factor ETF
JVAL
$561M
$437K 0.02%
9,885
+235
WFC icon
181
Wells Fargo
WFC
$268B
$435K 0.02%
+5,435
FAS icon
182
Direxion Daily Financial Bull 3x Shares
FAS
$2.52B
$430K 0.02%
+2,550
CRWD icon
183
CrowdStrike
CRWD
$126B
$428K 0.02%
841
+131
SBUX icon
184
Starbucks
SBUX
$96.7B
$423K 0.02%
4,615
-35
SPTS icon
185
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.84B
$422K 0.02%
14,400
SCHM icon
186
Schwab US Mid-Cap ETF
SCHM
$12.1B
$421K 0.02%
14,997
PFE icon
187
Pfizer
PFE
$144B
$418K 0.02%
17,239
+3,454
SDY icon
188
State Street SPDR S&P Dividend ETF
SDY
$20.1B
$410K 0.02%
3,022
CARR icon
189
Carrier Global
CARR
$45.8B
$408K 0.02%
5,573
+1,949
SCHW icon
190
Charles Schwab
SCHW
$165B
$407K 0.02%
+4,466
NOC icon
191
Northrop Grumman
NOC
$78.3B
$406K 0.02%
812
+144
VOT icon
192
Vanguard Mid-Cap Growth ETF
VOT
$17.8B
$405K 0.02%
1,423
VIG icon
193
Vanguard Dividend Appreciation ETF
VIG
$100B
$402K 0.02%
1,965
+351
VFH icon
194
Vanguard Financials ETF
VFH
$13B
$397K 0.02%
3,121
+730
TXN icon
195
Texas Instruments
TXN
$153B
$388K 0.02%
1,871
-4
ORCL icon
196
Oracle
ORCL
$573B
$387K 0.02%
1,768
-82
CRM icon
197
Salesforce
CRM
$221B
$384K 0.02%
+1,410
VEU icon
198
Vanguard FTSE All-World ex-US ETF
VEU
$52.1B
$384K 0.02%
5,715
+1,230
SCHD icon
199
Schwab US Dividend Equity ETF
SCHD
$70.9B
$380K 0.02%
14,333
+4,842
DIS icon
200
Walt Disney
DIS
$190B
$378K 0.02%
3,045
+742
6 7
8
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