AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
This Quarter Return
+7.46%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$1.12B
AUM Growth
+$1.12B
(+14%)
Cap. Flow
+$65M
Cap. Flow
% of AUM
5.82%
Top 10 Holdings %
Top 10 Hldgs %
68.9%
Holding
256
New
18
Increased
101
Reduced
94
Closed
12
Top Buys
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$32.2M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$3.66M |
| 3 |
Dimensional Core Fixed Income ETF
DFCF
|
$1.93M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$870K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$688K |
Sector Composition
| 1 | Technology | 1.96% |
| 2 | Healthcare | 1.79% |
| 3 | Consumer Staples | 1.63% |
| 4 | Industrials | 1.55% |
| 5 | Financials | 1.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
| – | – |
-3,768
| Closed | -$117K |
|
252
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.04B
| – | – |
-16,379
| Closed | -$461K |
|
253
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.21B
| – | – |
-6,444
| Closed | -$283K |
|
|
PEAR
254
DELISTED
Pear Therapeutics, Inc. Class A Common Stock
PEAR
| – | – |
-164,842
| Closed | -$336K |
|