AIM

Acropolis Investment Management Portfolio holdings

AUM $2.26B
1-Year Est. Return 14.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.26B
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$39.2M
2
+$25.1M
3
+$18.5M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$5.28M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$3.1M

Top Sells

1
+$18.5M
2
+$17.5M
3
+$9.47M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.9M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.32M

Sector Composition

1 Technology 2.8%
2 Financials 1.54%
3 Industrials 1.46%
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
$30B
$527K 0.02%
3,257
AMGN icon
177
Amgen
AMGN
$188B
$522K 0.02%
1,483
+9
PFE icon
178
Pfizer
PFE
$155B
$516K 0.02%
18,379
+21
VEU icon
179
Vanguard FTSE All-World ex-US ETF
VEU
$63.6B
$514K 0.02%
6,842
+1,363
LRCX icon
180
Lam Research
LRCX
$330B
$512K 0.02%
2,395
+289
BKNG icon
181
Booking.com
BKNG
$147B
$501K 0.02%
2,975
-425
VLO icon
182
Valero Energy
VLO
$72.3B
$501K 0.02%
2,026
-215
DGX icon
183
Quest Diagnostics
DGX
$21.4B
$485K 0.02%
2,476
-117
CCJ icon
184
Cameco
CCJ
$52.3B
$477K 0.02%
4,390
-456
WFC icon
185
Wells Fargo
WFC
$251B
$476K 0.02%
5,985
ESGV icon
186
Vanguard ESG US Stock ETF
ESGV
$12.1B
$474K 0.02%
4,220
+1,055
AMD icon
187
Advanced Micro Devices
AMD
$443B
$472K 0.02%
2,319
+81
KO icon
188
Coca-Cola
KO
$325B
$471K 0.02%
6,199
STX icon
189
Seagate
STX
$117B
$461K 0.02%
1,177
+28
BAH icon
190
Booz Allen Hamilton
BAH
$9.95B
$452K 0.02%
5,798
VLUE icon
191
iShares MSCI USA Value Factor ETF
VLUE
$11.1B
$446K 0.02%
3,135
+200
SCHD icon
192
Schwab US Dividend Equity ETF
SCHD
$85.9B
$440K 0.02%
14,333
ETN icon
193
Eaton
ETN
$151B
$432K 0.02%
1,208
+5
SCHM icon
194
Schwab US Mid-Cap ETF
SCHM
$13.9B
$432K 0.02%
13,943
-1,054
DFSV icon
195
Dimensional US Small Cap Value ETF
DFSV
$7.13B
$428K 0.02%
12,216
+1,393
SDY icon
196
State Street SPDR S&P Dividend ETF
SDY
$20.9B
$421K 0.02%
2,885
SPTS icon
197
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.22B
$420K 0.02%
14,400
SCHW icon
198
Charles Schwab
SCHW
$166B
$420K 0.02%
4,466
VIG icon
199
Vanguard Dividend Appreciation ETF
VIG
$104B
$416K 0.02%
1,934
-15
VYM icon
200
Vanguard High Dividend Yield ETF
VYM
$75.3B
$396K 0.02%
2,671
-2
6 7
8
9 10