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
$1.82B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$4.9M
3
+$4.01M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.75M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.59M

Top Sells

1
+$1.47M
2
+$1.11M
3
+$1.04M
4
TT icon
Trane Technologies
TT
+$724K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$605K

Sector Composition

1 Technology 2.53%
2 Financials 1.51%
3 Industrials 1.2%
4 Consumer Discretionary 1.07%
5 Consumer Staples 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMGN icon
201
Amgen
AMGN
$180B
$298K 0.02%
1,066
-31
VLO icon
202
Valero Energy
VLO
$50.2B
$289K 0.02%
2,149
DIS icon
203
Walt Disney
DIS
$204B
$286K 0.02%
2,303
-103
FTNT icon
204
Fortinet
FTNT
$60.4B
$284K 0.02%
2,690
+1
AMD icon
205
Advanced Micro Devices
AMD
$350B
$276K 0.02%
1,944
+57
DFSV icon
206
Dimensional US Small Cap Value ETF
DFSV
$6B
$268K 0.01%
9,118
SCHV icon
207
Schwab US Large-Cap Value ETF
SCHV
$14.4B
$268K 0.01%
9,684
-2,250
SPSM icon
208
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13.4B
$267K 0.01%
6,258
CARR icon
209
Carrier Global
CARR
$45.1B
$265K 0.01%
3,624
-15
OKE icon
210
Oneok
OKE
$46.1B
$257K 0.01%
3,153
+1,230
BAH icon
211
Booz Allen Hamilton
BAH
$10.3B
$257K 0.01%
2,468
+3
RSP icon
212
Invesco S&P 500 Equal Weight ETF
RSP
$77.3B
$255K 0.01%
1,401
EAGG icon
213
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.34B
$253K 0.01%
5,330
+345
SCHD icon
214
Schwab US Dividend Equity ETF
SCHD
$71.6B
$252K 0.01%
9,491
-968
UHS icon
215
Universal Health Services
UHS
$14.2B
$251K 0.01%
1,383
+3
GS icon
216
Goldman Sachs
GS
$273B
$247K 0.01%
349
+3
IWV icon
217
iShares Russell 3000 ETF
IWV
$18.5B
$246K 0.01%
700
LUV icon
218
Southwest Airlines
LUV
$21.5B
$243K 0.01%
7,481
+77
EFX icon
219
Equifax
EFX
$27B
$242K 0.01%
933
+2
AUPH icon
220
Aurinia Pharmaceuticals
AUPH
$2.15B
$242K 0.01%
+28,525
AME icon
221
Ametek
AME
$47.9B
$241K 0.01%
1,334
-3
PSX icon
222
Phillips 66
PSX
$51.7B
$237K 0.01%
1,986
-52
IWP icon
223
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$232K 0.01%
1,675
LEU icon
224
Centrus Energy
LEU
$4.74B
$232K 0.01%
+1,267
VYM icon
225
Vanguard High Dividend Yield ETF
VYM
$68.6B
$231K 0.01%
1,736
7 8
9
10 11