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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
-5.87%
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
$485M
AUM Growth
-$26.4M
(-5.2%)
Cap. Flow
+$5.18M
Cap. Flow
% of AUM
1.07%
Top 10 Holdings %
Top 10 Hldgs %
65.67%
Holding
136
New
6
Increased
47
Reduced
60
Closed
7
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$1.78M |
| 2 |
Kroger
KR
|
+$1.38M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$1.35M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.32M |
| 5 |
Murphy Oil
MUR
|
+$1.12M |
Top Sells
Sector Composition
| 1 | Industrials | 2.57% |
| 2 | Healthcare | 2.38% |
| 3 | Technology | 2.05% |
| 4 | Consumer Staples | 2.04% |
| 5 | Financials | 1.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
iShares Core S&P Mid-Cap ETF
IJH
$122B
| $64.2M | 13.24% |
2,349,450
+45,450
| +2% | +$1.32M |
|
2
Vanguard Total Bond Market
BND
$159B
| $55.4M | 11.42% |
676,114
-5,655
| -0.8% | -$461K |
|
3
Vanguard FTSE Developed Markets ETF
VEA
$229B
| $49.2M | 10.14% |
1,379,199
+25,588
| +2% | +$983K |
|
|
4
Vanguard S&P 500 ETF
VOO
$988B
| $32.2M | 6.63% |
183,030
+9,568
| +6% | +$1.78M |
|
5
iShares Core S&P Small-Cap ETF
IJR
$110B
| $25.3M | 5.21% |
474,290
+9,404
| +2% | +$533K |
|
6
iShares TIPS Bond ETF
TIP
$14.5B
| $24.2M | 4.99% |
218,652
-1,553
| -0.7% | -$173K |
|
7
Vanguard Real Estate ETF
VNQ
$38.8B
| $19.4M | 3.99% |
256,394
+7,840
| +3% | +$602K |
|
8
iShares MBS ETF
MBB
$39.3B
| $18.4M | 3.79% |
167,654
+6,217
| +4% | +$678K |
|
9
iShares Core US Aggregate Bond ETF
AGG
$139B
| $15.4M | 3.18% |
140,574
-14,360
| -9% | -$1.57M |
|
10
Vanguard FTSE Emerging Markets ETF
VWO
$122B
| $14.9M | 3.07% |
449,610
-54,479
| -11% | -$1.98M |
|
11
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
| $14.6M | 3.01% |
277,988
-13,658
| -5% | -$718K |
|
12
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
| $13.9M | 2.88% |
256,886
-12,592
| -5% | -$683K |
|
13
iShares Core S&P 500 ETF
IVV
$894B
| $13.2M | 2.72% |
68,346
-2,015
| -3% | -$411K |
|
|
14
iShares MSCI EAFE ETF
EFA
$77.5B
| $9.47M | 1.95% |
165,271
+21,943
| +15% | +$1.35M |
|
15
iShares S&P 500 Value ETF
IVE
$48.6B
| $6.32M | 1.3% |
75,244
-878
| -1% | -$78.5K |
|
16
iShares S&P 500 Growth ETF
IVW
$75.3B
| $4.66M | 0.96% |
173,012
-656
| -0.4% | -$18.6K |
|
17
iShares Russell Mid-Cap ETF
IWR
$56.7B
| $4.14M | 0.85% |
106,580
+11,760
| +12% | +$487K |
|
18
Intel
INTC
$510B
| $3.26M | 0.67% |
108,178
+4,982
| +5% | +$144K |
|
19
Johnson & Johnson
JNJ
$599B
| $3.14M | 0.65% |
33,675
+1,592
| +5% | +$154K |
|
20
UnitedHealth
UNH
$381B
| $2.75M | 0.57% |
23,725
+675
| +3% | +$80.8K |
|
21
Walmart Inc
WMT
$902B
| $2.56M | 0.53% |
118,347
-342
| -0.3% | -$7.85K |
|
22
iShares Russell 1000 Value ETF
IWD
$81.6B
| $2.49M | 0.51% |
26,678
| – | – |
|
23
Wells Fargo
WFC
$263B
| $2.39M | 0.49% |
46,554
+213
| +0.5% | +$11.7K |
|
24
Travelers Companies
TRV
$70.1B
| $2.31M | 0.48% |
23,205
+6,395
| +38% | +$654K |
|
25
Chevron
CVX
$360B
| $2.31M | 0.48% |
29,262
-7,216
| -20% | -$607K |
|
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