AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
This Quarter Return
+5.92%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$722M
AUM Growth
+$722M
(+4.3%)
Cap. Flow
-$9.89M
Cap. Flow
% of AUM
-1.37%
Top 10 Holdings %
Top 10 Hldgs %
74.04%
Holding
175
New
11
Increased
52
Reduced
87
Closed
4
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$1.4M |
| 2 |
Vanguard Total Bond Market
BND
|
$745K |
| 3 |
iShares National Muni Bond ETF
MUB
|
$341K |
| 4 |
Edgewell Personal Care
EPC
|
$302K |
| 5 |
Vanguard Value ETF
VTV
|
$202K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$4.26M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.65M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.5M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.1M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$695K |
Sector Composition
| 1 | Technology | 2.41% |
| 2 | Industrials | 1.72% |
| 3 | Financials | 1.56% |
| 4 | Healthcare | 1.51% |
| 5 | Consumer Staples | 1.23% |
