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
$2.22B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$86M
3
+$69.7M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$17.3M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$5.59M

Top Sells

1
+$88.4M
2
+$62.8M
3
+$46.9M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.5M
5
AAPL icon
Apple
AAPL
+$1.35M

Sector Composition

1 Technology 3.18%
2 Financials 1.67%
3 Industrials 1.32%
4 Consumer Staples 1.31%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NFLX icon
176
Netflix
NFLX
$373B
$484K 0.02%
5,160
+1,750
AMGN icon
177
Amgen
AMGN
$178B
$483K 0.02%
1,474
+233
AMD icon
178
Advanced Micro Devices
AMD
$371B
$479K 0.02%
2,238
+175
ORCL icon
179
Oracle
ORCL
$545B
$461K 0.02%
2,367
+599
DG icon
180
Dollar General
DG
$33.4B
$461K 0.02%
3,474
-2,999
PFE icon
181
Pfizer
PFE
$147B
$457K 0.02%
18,358
+1,119
AUPH icon
182
Aurinia Pharmaceuticals
AUPH
$1.96B
$455K 0.02%
28,525
SCHM icon
183
Schwab US Mid-Cap ETF
SCHM
$13.2B
$451K 0.02%
14,997
DGX icon
184
Quest Diagnostics
DGX
$21.2B
$450K 0.02%
2,593
-863
KMB icon
185
Kimberly-Clark
KMB
$33.3B
$448K 0.02%
4,444
-7,673
SCHW icon
186
Charles Schwab
SCHW
$183B
$446K 0.02%
4,466
MBB icon
187
iShares MBS ETF
MBB
$39.2B
$444K 0.02%
4,665
-4,802
CCJ icon
188
Cameco
CCJ
$49.1B
$443K 0.02%
4,846
+702
OKLO
189
Oklo
OKLO
$14.3B
$435K 0.02%
6,067
+310
KO icon
190
Coca-Cola
KO
$303B
$433K 0.02%
6,199
+3
INTU icon
191
Intuit
INTU
$154B
$431K 0.02%
650
-19
FAS icon
192
Direxion Daily Financial Bull 3x Shares
FAS
$2.3B
$429K 0.02%
2,550
VIG icon
193
Vanguard Dividend Appreciation ETF
VIG
$104B
$428K 0.02%
1,949
-16
SPTS icon
194
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.97B
$422K 0.02%
14,400
VFH icon
195
Vanguard Financials ETF
VFH
$13.4B
$417K 0.02%
3,124
+3
VOT icon
196
Vanguard Mid-Cap Growth ETF
VOT
$18.4B
$412K 0.02%
1,475
+52
VEU icon
197
Vanguard FTSE All-World ex-US ETF
VEU
$56.5B
$403K 0.02%
5,479
-236
SDY icon
198
State Street SPDR S&P Dividend ETF
SDY
$20.9B
$401K 0.02%
2,885
-137
VLUE icon
199
iShares MSCI USA Value Factor ETF
VLUE
$9.79B
$401K 0.02%
2,935
PL icon
200
Planet Labs
PL
$8.87B
$394K 0.02%
20,000
6 7
8
9 10