AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
This Quarter Return
+0.57%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$1.58B
AUM Growth
+$1.58B
(+3.6%)
Cap. Flow
+$53.9M
Cap. Flow
% of AUM
3.41%
Top 10 Holdings %
Top 10 Hldgs %
65.09%
Holding
291
New
6
Increased
124
Reduced
79
Closed
3
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$6.58M |
| 2 |
NVIDIA
NVDA
|
$5.51M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$4.43M |
| 4 |
iShares US Small Cap Equity Factor ETF
SMLF
|
$3.98M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.27M |
Top Sells
| 1 |
Vanguard Large-Cap ETF
VV
|
$1.1M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$789K |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$731K |
| 4 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$536K |
| 5 |
AbbVie
ABBV
|
$289K |
Sector Composition
| 1 | Technology | 2.83% |
| 2 | Healthcare | 1.37% |
| 3 | Financials | 1.35% |
| 4 | Industrials | 1.34% |
| 5 | Consumer Discretionary | 1.15% |
