AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
This Quarter Return
+3.61%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$572M
AUM Growth
+$572M
(+5.8%)
Cap. Flow
+$29.3M
Cap. Flow
% of AUM
5.12%
Top 10 Holdings %
Top 10 Hldgs %
71.66%
Holding
142
New
8
Increased
37
Reduced
73
Closed
2
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$15.9M |
| 2 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$7.38M |
| 3 |
Vanguard Total Bond Market
BND
|
$5.27M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$1.87M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.46M |
Top Sells
| 1 |
iShares MBS ETF
MBB
|
$922K |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$826K |
| 3 |
STJ
St Jude Medical
STJ
|
$436K |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$378K |
| 5 |
iShares TIPS Bond ETF
TIP
|
$359K |
Sector Composition
| 1 | Industrials | 2.81% |
| 2 | Technology | 2.35% |
| 3 | Financials | 2.23% |
| 4 | Healthcare | 2.2% |
| 5 | Energy | 2.06% |
