AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
This Quarter Return
+4.84%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$478M
AUM Growth
+$478M
(+3.6%)
Cap. Flow
-$5.17M
Cap. Flow
% of AUM
-1.08%
Top 10 Holdings %
Top 10 Hldgs %
58.15%
Holding
129
New
15
Increased
32
Reduced
64
Closed
2
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$3.61M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.28M |
| 3 |
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
|
$1.24M |
| 4 |
EEP
Enbridge Energy Partners
EEP
|
$1.08M |
| 5 |
Enterprise Products Partners
EPD
|
$1M |
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
$2.65M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.79M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.73M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.51M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.5M |
Sector Composition
| 1 | Industrials | 4.54% |
| 2 | Energy | 3.48% |
| 3 | Healthcare | 2.06% |
| 4 | Consumer Staples | 1.69% |
| 5 | Technology | 1.43% |
