AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
1-Year Return
10.81%
This Quarter Return
+3.78%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$1.28B
AUM Growth
+$58.6M
(+4.8%)
Cap. Flow
+$15.5M
Cap. Flow
% of AUM
1.21%
Top 10 Holdings %
Top 10 Hldgs %
65.68%
Holding
257
New
6
Increased
78
Reduced
118
Closed
2
Top Buys
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$5.12M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.26M |
| 3 |
Exxon Mobil
XOM
|
$612K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$559K |
| 5 |
Procter & Gamble
PG
|
$488K |
Sector Composition
| 1 | Technology | 2.53% |
| 2 | Healthcare | 1.5% |
| 3 | Industrials | 1.4% |
| 4 | Financials | 1.37% |
| 5 | Consumer Staples | 1.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
First Trust Cloud Computing ETF
SKYY
$3.05B
| $106K | 0.01% |
+1,400
| New | +$106K |
|
252
iShares Gold Trust
IAU
$51.9B
| $105K | 0.01% |
2,880
| – | – |
|
253
Oneok
OKE
$46.7B
| $104K | 0.01% |
1,689
-444
| -21% | -$27.4K |
|
254
Shopify
SHOP
$189B
| $103K | 0.01% |
+1,600
| New | +$103K |
|
255
JPMorgan Ultra-Short Income ETF
JPST
$33B
| $100K | 0.01% |
1,996
-517
| -21% | -$25.9K |
|
256
Duke Energy
DUK
$93.9B
| – | – |
-1,925
| Closed | -$186K |
|
257
Altria Group
MO
$111B
| – | – |
-3,694
| Closed | -$165K |
|