AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
This Quarter Return
+2.43%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$654M
AUM Growth
+$654M
(+3.2%)
Cap. Flow
+$5.21M
Cap. Flow
% of AUM
0.8%
Top 10 Holdings %
Top 10 Hldgs %
75.02%
Holding
148
New
3
Increased
41
Reduced
72
Closed
7
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$2.6M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.34M |
| 4 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$1.14M |
| 5 |
Vanguard Total Bond Market
BND
|
$978K |
Top Sells
| 1 |
Vanguard Large-Cap ETF
VV
|
$945K |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$598K |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$454K |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$374K |
| 5 |
Microsoft
MSFT
|
$357K |
Sector Composition
| 1 | Technology | 1.83% |
| 2 | Industrials | 1.82% |
| 3 | Healthcare | 1.39% |
| 4 | Financials | 1.38% |
| 5 | Consumer Staples | 1.2% |
