AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
This Quarter Return
+3.63%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$495M
AUM Growth
+$495M
(+1.3%)
Cap. Flow
-$8.9M
Cap. Flow
% of AUM
-1.8%
Top 10 Holdings %
Top 10 Hldgs %
61.79%
Holding
143
New
12
Increased
38
Reduced
64
Closed
2
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.58M |
| 2 |
Vanguard Total Bond Market
BND
|
$2.61M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.23M |
| 4 |
Apple
AAPL
|
$1.22M |
| 5 |
Wells Fargo
WFC
|
$1.12M |
Top Sells
Sector Composition
| 1 | Energy | 3.99% |
| 2 | Industrials | 3.67% |
| 3 | Healthcare | 2.1% |
| 4 | Technology | 1.84% |
| 5 | Consumer Staples | 1.83% |
