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AIM

Acropolis Investment Management Portfolio holdings

AUM $2.26B
1-Year Est. Return 14.64%
This Fund
S&P 500
This Quarter Est. Return
-1.24%
1 Year Est. Return
+14.64%
3 Year Est. Return
+37.71%
5 Year Est. Return
+33.85%
10 Year Est. Return
+118.89%
AUM
$462M
AUM Growth
–
Cap. Flow
+$475M
Cap. Flow %
102.91%
Top 10 Hldgs %
58.49%
Holding
114
New
114
Increased
–
Reduced
–
Closed
–

Top Buys

1
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$54.6M
2
BND icon
Vanguard Total Bond Market
BND
+$42.6M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$36.9M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$23.8M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$22.9M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 4.58%
2 Energy 2.65%
3 Healthcare 2.03%
4 Consumer Staples 1.96%
5 Technology 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJH icon
1
iShares Core S&P Mid-Cap ETF
IJH
$122B
$54.4M 11.78%
+2,353,695
New +$54.6M
BND icon
2
Vanguard Total Bond Market
BND
$158B
$41.5M 9%
+513,575
New +$42.6M
VEA icon
3
Vanguard FTSE Developed Markets ETF
VEA
$229B
$35.2M 7.62%
+988,301
New +$36.9M
IJR icon
4
iShares Core S&P Small-Cap ETF
IJR
$109B
$24.3M 5.26%
+537,200
New +$23.8M
TIP icon
5
iShares TIPS Bond ETF
TIP
$14.4B
$21.7M 4.69%
+193,308
New +$22.9M
AGG icon
6
iShares Core US Aggregate Bond ETF
AGG
$138B
$21.6M 4.69%
+201,879
New +$22.2M
IGIB icon
7
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$18.5M 4.01%
+344,012
New +$19M
VOO icon
8
Vanguard S&P 500 ETF
VOO
$985B
$18.1M 3.93%
+123,730
New +$18.3M
IVV icon
9
iShares Core S&P 500 ETF
IVV
$891B
$17.7M 3.84%
+110,158
New +$17.8M
IGSB icon
10
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$17M 3.67%
+322,930
New +$17M
VNQ icon
11
Vanguard Real Estate ETF
VNQ
$38.7B
$15.3M 3.32%
+222,730
New +$16.2M
EPP icon
12
iShares MSCI Pacific ex Japan ETF
EPP
$2.16B
$13.9M 3%
+322,132
New +$15.5M
VWO icon
13
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$12.4M 2.69%
+319,047
New +$13.4M
MBB icon
14
iShares MBS ETF
MBB
$39.2B
$10.4M 2.25%
+98,529
New +$10.5M
EFA icon
15
iShares MSCI EAFE ETF
EFA
$77B
$10.1M 2.2%
+176,899
New +$10.7M
IVE icon
16
iShares S&P 500 Value ETF
IVE
$48.5B
$8.06M 1.75%
+106,375
New +$8.07M
CVX icon
17
Chevron
CVX
$362B
$5.22M 1.13%
+44,145
New +$5.34M
IVW icon
18
iShares S&P 500 Growth ETF
IVW
$75.1B
$4.74M 1.03%
+225,616
New +$4.78M
IWR icon
19
iShares Russell Mid-Cap ETF
IWR
$56.8B
$4.54M 0.98%
+139,740
New +$4.53M
RTX icon
20
RTX Corp
RTX
$260B
$3.99M 0.86%
+68,179
New +$4.03M
DEM icon
21
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.91B
$3.58M 0.78%
+74,082
New +$3.97M
NSC icon
22
Norfolk Southern
NSC
$73.4B
$3.55M 0.77%
+52,257
New +$3.99M
IWD icon
23
iShares Russell 1000 Value ETF
IWD
$81.4B
$3.52M 0.76%
+41,952
New +$3.49M
JNJ icon
24
Johnson & Johnson
JNJ
$611B
$3.36M 0.73%
+39,129
New +$3.32M
T icon
25
AT&T
T
$148B
$3.22M 0.7%
+120,573
New +$3.35M
1
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