AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
This Quarter Return
+13.27%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$909M
AUM Growth
+$909M
(+13%)
Cap. Flow
+$11.7M
Cap. Flow
% of AUM
1.29%
Top 10 Holdings %
Top 10 Hldgs %
72.68%
Holding
216
New
15
Increased
80
Reduced
65
Closed
2
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$7.41M |
| 2 |
Vanguard Total Bond Market
BND
|
$4.81M |
| 3 |
iShares MSCI Intl Momentum Factor ETF
IMTM
|
$3.42M |
| 4 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$2.72M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$2.49M |
Top Sells
| 1 |
Microsoft
MSFT
|
$5.1M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$3.38M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.99M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$2.5M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.03M |
Sector Composition
| 1 | Technology | 2.54% |
| 2 | Industrials | 1.72% |
| 3 | Healthcare | 1.55% |
| 4 | Consumer Discretionary | 1.43% |
| 5 | Financials | 1.42% |
