AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
This Quarter Return
+10.25%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$634M
AUM Growth
+$634M
(+10%)
Cap. Flow
+$1.33M
Cap. Flow
% of AUM
0.21%
Top 10 Holdings %
Top 10 Hldgs %
74.4%
Holding
148
New
9
Increased
33
Reduced
78
Closed
3
Top Buys
| 1 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$5.01M |
| 2 |
Vanguard Total Bond Market
BND
|
$2.32M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$776K |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$773K |
| 5 |
Medtronic
MDT
|
$204K |
Top Sells
| 1 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$1.47M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$927K |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$908K |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$565K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$507K |
Sector Composition
| 1 | Technology | 1.9% |
| 2 | Industrials | 1.88% |
| 3 | Healthcare | 1.53% |
| 4 | Financials | 1.35% |
| 5 | Consumer Staples | 1.15% |
