AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
1-Year Return
10.81%
This Quarter Return
+5.49%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$807M
AUM Growth
+$49.3M
(+6.5%)
Cap. Flow
+$11.2M
Cap. Flow
% of AUM
1.38%
Top 10 Holdings %
Top 10 Hldgs %
72.28%
Holding
201
New
17
Increased
82
Reduced
56
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$10.3M |
| 2 |
iShares MSCI Intl Momentum Factor ETF
IMTM
|
$7.7M |
| 3 |
Vanguard Total Bond Market
BND
|
$3.94M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$3.8M |
| 5 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$2.73M |
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$10.6M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$7.84M |
| 3 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$1.27M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$767K |
| 5 |
iShares US Real Estate ETF
IYR
|
$463K |
Sector Composition
| 1 | Technology | 3.23% |
| 2 | Industrials | 1.69% |
| 3 | Healthcare | 1.61% |
| 4 | Consumer Discretionary | 1.49% |
| 5 | Consumer Staples | 1.41% |
