AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
This Quarter Return
+1.43%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$609M
AUM Growth
+$609M
(-0.89%)
Cap. Flow
-$12.9M
Cap. Flow
% of AUM
-2.12%
Top 10 Holdings %
Top 10 Hldgs %
77.07%
Holding
150
New
6
Increased
31
Reduced
84
Closed
7
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$2.89M |
| 2 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$2.72M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.42M |
| 4 |
Vanguard Total Bond Market
BND
|
$1.67M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$1.2M |
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
$955K |
| 2 |
Kroger
KR
|
$676K |
| 3 |
Chevron
CVX
|
$646K |
| 4 |
Sysco
SYY
|
$635K |
| 5 |
Elevance Health
ELV
|
$630K |
Sector Composition
| 1 | Industrials | 2% |
| 2 | Technology | 1.91% |
| 3 | Healthcare | 1.64% |
| 4 | Financials | 1.52% |
| 5 | Energy | 1.45% |
