AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
This Quarter Return
+2.34%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$591M
AUM Growth
+$19.1M
(+3.3%)
Cap. Flow
+$7.14M
Cap. Flow
% of AUM
1.21%
Top 10 Holdings %
Top 10 Hldgs %
72.59%
Holding
148
New
8
Increased
40
Reduced
70
Closed
5
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$3.93M |
| 2 |
Vanguard Total Bond Market
BND
|
$1.95M |
| 3 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$1.42M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$1.27M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.16M |
Top Sells
| 1 |
GAP
The Gap, Inc.
GAP
|
$1.16M |
| 2 |
Gilead Sciences
GILD
|
$764K |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$557K |
| 4 |
BBBY
Bed Bath & Beyond Inc
BBBY
|
$557K |
| 5 |
Macy's
M
|
$503K |
Sector Composition
| 1 | Industrials | 2.7% |
| 2 | Healthcare | 2.23% |
| 3 | Technology | 2.15% |
| 4 | Financials | 2.13% |
| 5 | Energy | 1.9% |
