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AIM

Acropolis Investment Management Portfolio holdings

AUM $2.25B
1-Year Est. Return 17.77%
This Fund
S&P 500
This Quarter Est. Return
+10.11%
1 Year Est. Return
+17.77%
3 Year Est. Return
+46.11%
5 Year Est. Return
+40.43%
10 Year Est. Return
+136.61%
AUM
$2.25B
AUM Growth
-$7.84M
Cap. Flow
-$31.2M
Cap. Flow %
-1.38%
Top 10 Hldgs %
60.51%
Holding
384
New
–
Increased
2
Reduced
77
Closed
2

Top Buys

1
LLY icon
Eli Lilly
LLY
+$97.1K
2
LRGF icon
iShares US Equity Factor ETF
LRGF
+$36.9K

Top Sells

1
VO icon
Vanguard Mid-Cap ETF
VO
+$10.7M
2
VUG icon
Vanguard Growth ETF
VUG
+$8.64M
3
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.83M
4
NVDA icon
NVIDIA
NVDA
+$1.03M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$757K

Sector Composition

1 Technology 2.76%
2 Financials 1.54%
3 Industrials 1.45%
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
$1.28B
$392K 0.02%
8,700
– –
KMB icon
202
Kimberly-Clark
KMB
$35.4B
$390K 0.02%
4,046
– –
SBUX icon
203
Starbucks
SBUX
$120B
$388K 0.02%
4,329
– –
VOT icon
204
Vanguard Mid-Cap Growth ETF
VOT
$19.4B
$380K 0.02%
1,475
– –
VFH icon
205
Vanguard Financials ETF
VFH
$13.4B
$377K 0.02%
3,124
– –
SO icon
206
Southern Company
SO
$107B
$374K 0.02%
3,879
– –
DG icon
207
Dollar General
DG
$26.8B
$369K 0.02%
3,112
-12
-0.4% -$1.36K
MNST icon
208
Monster Beverage
MNST
$95.4B
$364K 0.02%
5,023
– –
PH icon
209
Parker-Hannifin
PH
$120B
$363K 0.02%
405
– –
SYY icon
210
Sysco
SYY
$38.6B
$362K 0.02%
5,068
– –
PM icon
211
Philip Morris
PM
$282B
$349K 0.02%
2,108
– –
LHX icon
212
L3Harris
LHX
$53.4B
$339K 0.02%
981
– –
BWXT icon
213
BWX Technologies
BWXT
$16.2B
$336K 0.01%
1,645
– –
SUSA icon
214
iShares ESG Optimized MSCI USA ETF
SUSA
$4.06B
$336K 0.01%
2,540
– –
TER icon
215
Teradyne
TER
$53.6B
$334K 0.01%
1,127
– –
CRWD icon
216
CrowdStrike
CRWD
$211B
$334K 0.01%
3,420
-4
-0.1% -$568
NUE icon
217
Nucor
NUE
$53.9B
$332K 0.01%
1,963
– –
SPMB icon
218
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$7.02B
$332K 0.01%
14,825
– –
PWR icon
219
Quanta Services
PWR
$97.4B
$328K 0.01%
597
– –
SPIB icon
220
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$326K 0.01%
9,730
– –
EXC icon
221
Exelon
EXC
$46.8B
$325K 0.01%
6,635
-330
-5% -$15.3K
LEU icon
222
Centrus Energy
LEU
$3.08B
$316K 0.01%
1,819
– –
GWW icon
223
W.W. Grainger
GWW
$64.7B
$312K 0.01%
286
– –
J icon
224
Jacobs Solutions
J
$15.3B
$305K 0.01%
2,393
– –
SOXX icon
225
iShares Semiconductor ETF
SOXX
$46.2B
$303K 0.01%
923
– –
7 8
9
10 11

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