AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
This Quarter Return
-1.59%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$511M
AUM Growth
+$511M
(-4.5%)
Cap. Flow
-$15.1M
Cap. Flow
% of AUM
-2.96%
Top 10 Holdings %
Top 10 Hldgs %
65.84%
Holding
152
New
6
Increased
39
Reduced
70
Closed
22
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$1.31M |
| 2 |
Marathon Petroleum
MPC
|
$996K |
| 3 |
GAP
The Gap, Inc.
GAP
|
$965K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$923K |
| 5 |
Deere & Co
DE
|
$823K |
Top Sells
| 1 |
Energy Transfer Partners
ET
|
$2.42M |
| 2 |
Enterprise Products Partners
EPD
|
$2.24M |
| 3 |
Kinder Morgan
KMI
|
$1.9M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.48M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.27M |
Sector Composition
| 1 | Industrials | 2.8% |
| 2 | Healthcare | 2.48% |
| 3 | Technology | 1.9% |
| 4 | Energy | 1.86% |
| 5 | Consumer Staples | 1.75% |
