AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
This Quarter Return
+0.67%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$693M
AUM Growth
+$693M
(+5.9%)
Cap. Flow
+$35.7M
Cap. Flow
% of AUM
5.16%
Top 10 Holdings %
Top 10 Hldgs %
74.58%
Holding
164
New
23
Increased
74
Reduced
42
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$5.92M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$4.77M |
| 3 |
Vanguard Total Bond Market
BND
|
$3.74M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.21M |
| 5 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$2.68M |
Top Sells
Sector Composition
| 1 | Technology | 2.16% |
| 2 | Industrials | 1.77% |
| 3 | Financials | 1.54% |
| 4 | Healthcare | 1.29% |
| 5 | Consumer Staples | 1.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
W.W. Grainger
GWW
$48.8B
| $121K | 0.02% |
407
-135
| -25% | -$40.1K |
|
152
Schwab US Broad Market ETF
SCHB
$35.9B
| $116K | 0.02% |
1,632
+5
| +0.3% | +$355 |
|
153
Murphy Oil
MUR
$3.65B
| $113K | 0.02% |
5,110
-365
| -7% | -$8.07K |
|
154
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $111K | 0.02% |
1,230
| – | – |
|
155
WD-40
WDFC
$2.9B
| $110K | 0.02% |
+600
| New | +$110K |
|
156
Caterpillar
CAT
$195B
| $109K | 0.02% |
+861
| New | +$109K |
|
157
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8B
| $109K | 0.02% |
+683
| New | +$109K |
|
158
Southern Company
SO
$102B
| $109K | 0.02% |
+1,757
| New | +$109K |
|
159
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
| $108K | 0.02% |
4,304
+360
| +9% | +$9.03K |
|
160
T Rowe Price
TROW
$23.2B
| $107K | 0.02% |
934
| – | – |
|
161
Medtronic
MDT
$120B
| $106K | 0.02% |
+975
| New | +$106K |
|
162
Verisk Analytics
VRSK
$37.5B
| $101K | 0.01% |
+641
| New | +$101K |
|
163
CSX Corp
CSX
$59.8B
| $100K | 0.01% |
1,446
| – | – |
|