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
CRWD icon
201
CrowdStrike
CRWD
$115B
$393K 0.02%
839
-2
SCHD icon
202
Schwab US Dividend Equity ETF
SCHD
$76B
$393K 0.02%
14,333
NUSC icon
203
Nuveen ESG Small-Cap ETF
NUSC
$1.33B
$393K 0.02%
8,795
+95
SLV icon
204
iShares Silver Trust
SLV
$47.6B
$390K 0.02%
+6,060
MNST icon
205
Monster Beverage
MNST
$76.1B
$385K 0.02%
5,023
-840
VYM icon
206
Vanguard High Dividend Yield ETF
VYM
$71.5B
$384K 0.02%
2,673
+902
ETN icon
207
Eaton
ETN
$130B
$383K 0.02%
1,203
+250
ESGV icon
208
Vanguard ESG US Stock ETF
ESGV
$12B
$383K 0.02%
+3,165
SBUX icon
209
Starbucks
SBUX
$106B
$369K 0.02%
4,378
-237
ADBE icon
210
Adobe
ADBE
$127B
$365K 0.02%
1,043
-178
VLO icon
211
Valero Energy
VLO
$56.3B
$365K 0.02%
2,241
-100
LRCX icon
212
Lam Research
LRCX
$273B
$361K 0.02%
+2,106
PH icon
213
Parker-Hannifin
PH
$119B
$356K 0.02%
405
-100
DFSV icon
214
Dimensional US Small Cap Value ETF
DFSV
$6.42B
$356K 0.02%
10,823
+1,705
PM icon
215
Philip Morris
PM
$269B
$354K 0.02%
2,208
-304
SUSA icon
216
iShares ESG Optimized MSCI USA ETF
SUSA
$3.82B
$354K 0.02%
2,540
SO icon
217
Southern Company
SO
$97.8B
$354K 0.02%
4,057
+825
SYY icon
218
Sysco
SYY
$37.9B
$350K 0.02%
4,745
+1,762
NUE icon
219
Nucor
NUE
$40B
$348K 0.02%
+2,135
CRM icon
220
Salesforce
CRM
$219B
$342K 0.02%
1,290
-120
GRID icon
221
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$5.52B
$339K 0.02%
+2,218
SPMB icon
222
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.7B
$332K 0.01%
14,825
+330
SHOP icon
223
Shopify
SHOP
$206B
$330K 0.01%
2,050
AMP icon
224
Ameriprise Financial
AMP
$47.2B
$330K 0.01%
672
IBIT icon
225
iShares Bitcoin Trust
IBIT
$74.1B
$329K 0.01%
+6,632
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