AIM
Acropolis Investment Management Portfolio holdings
AUM
$2.26B
1-Year Est. Return
14.64%
This Fund
S&P 500
1 Year Est. Return
+14.64%
AUM
$2.22B
AUM Growth
+$255M
(+13%)
Holding
305
Top Buys
| 1 | +$115M | |
| 2 | +$86.3M | |
| 3 | +$69.8M | |
| 4 |
Vanguard Core Bond ETF
VCRB
|
+$17.4M |
| 5 |
iShares US Equity Factor ETF
LRGF
|
+$5.58M |
Top Sells
| 1 | +$88.8M | |
| 2 | +$62.9M | |
| 3 | +$46.9M | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.48M |
| 5 |
Apple
AAPL
|
+$1.34M |
Sector Composition
| 1 | Technology | 3.18% |
| 2 | Financials | 1.67% |
| 3 | Industrials | 1.32% |
| 4 | Consumer Staples | 1.31% |
| 5 | Healthcare | 0.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Otis Worldwide
OTIS
$27.2B
| – | – |
-2,363
|
|
||
302
Vanguard S&P 500 Growth ETF
VOOG
$26.1B
| – | – |
-4,620
|
|
||
303
Vertex Pharmaceuticals
VRTX
$114B
| – | – |
-469
|
|