AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
This Quarter Return
+1.86%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$529M
AUM Growth
+$529M
(+1.7%)
Cap. Flow
-$127K
Cap. Flow
% of AUM
-0.02%
Top 10 Holdings %
Top 10 Hldgs %
68.93%
Holding
133
New
5
Increased
42
Reduced
63
Closed
1
Top Buys
| 1 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$14M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.52M |
| 3 |
Vanguard Total Bond Market
BND
|
$2.26M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$2.15M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$720K |
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
$11.8M |
| 2 |
iShares MBS ETF
MBB
|
$6.38M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$3.49M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$844K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$531K |
Sector Composition
| 1 | Industrials | 2.8% |
| 2 | Healthcare | 2.47% |
| 3 | Energy | 2.22% |
| 4 | Consumer Staples | 2.19% |
| 5 | Technology | 2.18% |
