AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
1-Year Return
10.81%
This Quarter Return
+5.84%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$1.53B
AUM Growth
+$93.5M
(+6.5%)
Cap. Flow
+$18M
Cap. Flow
% of AUM
1.18%
Top 10 Holdings %
Top 10 Hldgs %
65.52%
Holding
292
New
10
Increased
72
Reduced
130
Closed
7
Top Buys
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$6.27M |
| 2 |
Vanguard Large-Cap ETF
VV
|
$1.83M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$750K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$639K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$522K |
Sector Composition
| 1 | Technology | 2.44% |
| 2 | Industrials | 1.43% |
| 3 | Financials | 1.43% |
| 4 | Healthcare | 1.34% |
| 5 | Consumer Discretionary | 1.13% |
