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
LYB icon
201
LyondellBasell Industries
LYB
$15.5B
$377K 0.02%
6,519
+430
OKE icon
202
Oneok
OKE
$46.3B
$373K 0.02%
4,570
+1,417
MNST icon
203
Monster Beverage
MNST
$74.3B
$367K 0.02%
5,863
+524
LEU icon
204
Centrus Energy
LEU
$4.61B
$366K 0.02%
2,000
+733
AMP icon
205
Ameriprise Financial
AMP
$42.5B
$359K 0.02%
+672
J icon
206
Jacobs Solutions
J
$15.9B
$358K 0.02%
2,726
NUSC icon
207
Nuveen ESG Small-Cap ETF
NUSC
$1.26B
$354K 0.02%
8,700
PH icon
208
Parker-Hannifin
PH
$109B
$353K 0.02%
505
-6
AMGN icon
209
Amgen
AMGN
$181B
$346K 0.02%
1,241
+175
TSCO icon
210
Tractor Supply
TSCO
$28.4B
$345K 0.02%
6,546
+545
ETN icon
211
Eaton
ETN
$133B
$340K 0.02%
953
+66
SMR icon
212
NuScale Power
SMR
$5.19B
$336K 0.02%
8,500
+3,222
VLUE icon
213
iShares MSCI USA Value Factor ETF
VLUE
$8.73B
$332K 0.02%
2,935
IGSB icon
214
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.8B
$327K 0.02%
6,203
+541
OKLO
215
Oklo
OKLO
$13.8B
$322K 0.02%
5,757
+2,125
SUSA icon
216
iShares ESG Optimized MSCI USA ETF
SUSA
$3.7B
$322K 0.02%
2,540
SPMB icon
217
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.52B
$320K 0.02%
14,495
SPIB icon
218
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$319K 0.02%
9,500
VLO icon
219
Valero Energy
VLO
$55.1B
$315K 0.02%
2,341
+192
CCJ icon
220
Cameco
CCJ
$38.2B
$308K 0.02%
4,144
+1,377
VOOG icon
221
Vanguard S&P 500 Growth ETF
VOOG
$21.4B
$305K 0.02%
770
IHI icon
222
iShares US Medical Devices ETF
IHI
$4.3B
$301K 0.02%
4,800
SO icon
223
Southern Company
SO
$98.3B
$297K 0.02%
3,232
+761
PSX icon
224
Phillips 66
PSX
$56.1B
$293K 0.01%
2,460
+474
AMD icon
225
Advanced Micro Devices
AMD
$358B
$293K 0.01%
2,063
+119