AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
This Quarter Return
+2.79%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$516M
AUM Growth
+$516M
(+2.9%)
Cap. Flow
+$2.07M
Cap. Flow
% of AUM
0.4%
Top 10 Holdings %
Top 10 Hldgs %
63.12%
Holding
151
New
7
Increased
36
Reduced
67
Closed
7
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.82M |
| 2 |
Vanguard Total Bond Market
BND
|
$2.05M |
| 3 |
Kinder Morgan
KMI
|
$1.89M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.67M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$919K |
Top Sells
Sector Composition
| 1 | Energy | 3.69% |
| 2 | Industrials | 3.35% |
| 3 | Healthcare | 2.32% |
| 4 | Consumer Staples | 2.03% |
| 5 | Technology | 1.95% |