AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
This Quarter Return
+4.36%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$653M
AUM Growth
+$653M
(+6.7%)
Cap. Flow
+$16.4M
Cap. Flow
% of AUM
2.51%
Top 10 Holdings %
Top 10 Hldgs %
75.36%
Holding
154
New
13
Increased
66
Reduced
56
Closed
2
Top Buys
| 1 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$3.15M |
| 2 |
Vanguard Total Bond Market
BND
|
$2.34M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.92M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$1.9M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.7M |
Top Sells
Sector Composition
| 1 | Industrials | 2.5% |
| 2 | Technology | 2.04% |
| 3 | Healthcare | 1.94% |
| 4 | Financials | 1.81% |
| 5 | Energy | 1.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.2B
| $105K | 0.02% |
+1,064
| New | +$105K |
|
152
CVS Health
CVS
$92.8B
| – | – |
-1,390
| Closed | -$113K |
|
153
Tesla
TSLA
$1.08T
| – | – |
-336
| Closed | -$115K |
|