AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
This Quarter Return
+1.7%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$489M
AUM Growth
+$489M
(+5.8%)
Cap. Flow
+$20.1M
Cap. Flow
% of AUM
4.11%
Top 10 Holdings %
Top 10 Hldgs %
59.73%
Holding
135
New
14
Increased
36
Reduced
61
Closed
4
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$4.07M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$3.75M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$3.45M |
| 4 |
Vanguard Total Bond Market
BND
|
$2.66M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.72M |
Top Sells
| 1 |
iShares MSCI Pacific ex Japan ETF
EPP
|
$2.76M |
| 2 |
WisdomTree Emerging Markets High Dividend Fund
DEM
|
$1.56M |
| 3 |
Amgen
AMGN
|
$1.49M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$626K |
| 5 |
iShares US Healthcare ETF
IYH
|
$458K |
Sector Composition
| 1 | Industrials | 4.36% |
| 2 | Energy | 3.47% |
| 3 | Healthcare | 1.87% |
| 4 | Consumer Staples | 1.67% |
| 5 | Technology | 1.55% |
