AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
This Quarter Return
+3.13%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$611M
AUM Growth
+$611M
(+3.5%)
Cap. Flow
+$2.63M
Cap. Flow
% of AUM
0.43%
Top 10 Holdings %
Top 10 Hldgs %
75.81%
Holding
145
New
2
Increased
27
Reduced
85
Closed
4
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$16.6M |
| 2 |
Vanguard Total Bond Market
BND
|
$2.23M |
| 3 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$1.62M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.2M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.1M |
Top Sells
| 1 |
WFM
Whole Foods Market Inc
WFM
|
$1.74M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$1.25M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.16M |
| 4 |
Marathon Petroleum
MPC
|
$652K |
| 5 |
Intel
INTC
|
$571K |
Sector Composition
| 1 | Industrials | 2.36% |
| 2 | Technology | 1.88% |
| 3 | Healthcare | 1.86% |
| 4 | Financials | 1.71% |
| 5 | Energy | 1.6% |
