AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
This Quarter Return
+5.65%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$1.11B
AUM Growth
+$1.11B
(+33%)
Cap. Flow
+$24.5M
Cap. Flow
% of AUM
2.2%
Top 10 Holdings %
Top 10 Hldgs %
72.23%
Holding
239
New
14
Increased
100
Reduced
72
Closed
4
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$4.65M |
| 2 |
Vanguard Total Bond Market
BND
|
$3.84M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.56M |
| 4 |
Vanguard Growth ETF
VUG
|
$2.1M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$2.02M |
Top Sells
| 1 |
Vanguard Large-Cap ETF
VV
|
$877K |
| 2 |
iShares Core US REIT ETF
USRT
|
$797K |
| 3 |
Intel
INTC
|
$703K |
| 4 |
Rockwell Automation
ROK
|
$647K |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
$392K |
Sector Composition
| 1 | Technology | 2.85% |
| 2 | Industrials | 1.67% |
| 3 | Healthcare | 1.64% |
| 4 | Consumer Staples | 1.52% |
| 5 | Financials | 1.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $115K | 0.01% |
1,410
+155
| +12% | +$12.6K |
|
227
AT&T
T
$209B
| $114K | 0.01% |
4,646
-2,127
| -31% | -$52.2K |
|
228
Ametek
AME
$42.7B
| $109K | 0.01% |
+743
| New | +$109K |
|
229
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
| $109K | 0.01% |
3,688
| – | – |
|
230
Invesco NASDAQ Internet ETF
PNQI
$794M
| $108K | 0.01% |
500
| – | – |
|
231
Zoetis
ZTS
$69.3B
| $104K | 0.01% |
+425
| New | +$104K |
|
232
Waste Management
WM
$91.2B
| $102K | 0.01% |
+614
| New | +$102K |
|
233
iShares MSCI China ETF
MCHI
$7.91B
| – | – |
-2,229
| Closed | -$148K |
|
234
Medtronic
MDT
$119B
| – | – |
-817
| Closed | -$102K |
|
|
235
iShares Core US REIT ETF
USRT
$3.09B
| – | – |
-13,589
| Closed | -$797K |
|
|
HRC
236
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| – | – |
-1,545
| Closed | -$231K |
|