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
NUSC icon
201
Nuveen ESG Small-Cap ETF
NUSC
$1.26B
$392K 0.02%
8,700
-95
KMB icon
202
Kimberly-Clark
KMB
$32.5B
$390K 0.02%
4,046
-398
SBUX icon
203
Starbucks
SBUX
$112B
$388K 0.02%
4,329
-49
VOT icon
204
Vanguard Mid-Cap Growth ETF
VOT
$17.9B
$380K 0.02%
1,475
VFH icon
205
Vanguard Financials ETF
VFH
$13B
$377K 0.02%
3,124
SO icon
206
Southern Company
SO
$107B
$374K 0.02%
3,879
-178
DG icon
207
Dollar General
DG
$27.4B
$371K 0.02%
3,124
-350
MNST icon
208
Monster Beverage
MNST
$74.1B
$364K 0.02%
5,023
PH icon
209
Parker-Hannifin
PH
$121B
$363K 0.02%
405
SYY icon
210
Sysco
SYY
$35.1B
$362K 0.02%
5,068
+323
PM icon
211
Philip Morris
PM
$243B
$349K 0.02%
2,108
-100
HON icon
212
Honeywell
HON
$146B
$345K 0.02%
1,527
+25
EXC icon
213
Exelon
EXC
$48.8B
$341K 0.02%
6,965
+2,331
LHX icon
214
L3Harris
LHX
$66.2B
$339K 0.02%
981
+15
BWXT icon
215
BWX Technologies
BWXT
$21.6B
$336K 0.01%
1,645
-162
SUSA icon
216
iShares ESG Optimized MSCI USA ETF
SUSA
$3.71B
$336K 0.01%
2,540
CRWD icon
217
CrowdStrike
CRWD
$106B
$334K 0.01%
856
+17
TER icon
218
Teradyne
TER
$57.3B
$334K 0.01%
1,127
-16
NUE icon
219
Nucor
NUE
$43.4B
$332K 0.01%
1,963
-172
SPMB icon
220
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.92B
$332K 0.01%
14,825
PWR icon
221
Quanta Services
PWR
$87.7B
$328K 0.01%
597
-28
SPIB icon
222
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
$326K 0.01%
9,730
LEU icon
223
Centrus Energy
LEU
$3.96B
$316K 0.01%
1,819
-241
GWW icon
224
W.W. Grainger
GWW
$54.2B
$312K 0.01%
286
+28
J icon
225
Jacobs Solutions
J
$14.9B
$305K 0.01%
2,393
7 8
9
10 11