AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
1-Year Return
10.81%
This Quarter Return
+16.15%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$758M
AUM Growth
+$118M
(+18%)
Cap. Flow
+$20.5M
Cap. Flow
% of AUM
2.71%
Top 10 Holdings %
Top 10 Hldgs %
72.8%
Holding
191
New
10
Increased
86
Reduced
55
Closed
7
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$23M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$14.6M |
| 3 |
Vanguard Total Bond Market
BND
|
$6.88M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$1.77M |
| 5 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$1.46M |
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$17M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$12.4M |
| 3 |
iShares Micro-Cap ETF
IWC
|
$920K |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$636K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$597K |
Sector Composition
| 1 | Technology | 3.03% |
| 2 | Industrials | 1.58% |
| 3 | Healthcare | 1.56% |
| 4 | Consumer Staples | 1.27% |
| 5 | Consumer Discretionary | 1.27% |
