AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
This Quarter Return
-17.34%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$639M
AUM Growth
+$639M
(-12%)
Cap. Flow
+$51.1M
Cap. Flow
% of AUM
8%
Top 10 Holdings %
Top 10 Hldgs %
73.1%
Holding
197
New
26
Increased
70
Reduced
68
Closed
16
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$6.96M |
| 2 |
Vanguard Large-Cap ETF
VV
|
$6.29M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$5.6M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$5.31M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$4.8M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$677K |
| 2 |
Vanguard Total Bond Market
BND
|
$361K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$333K |
| 4 |
iShares MBS ETF
MBB
|
$289K |
| 5 |
American Express
AXP
|
$191K |
Sector Composition
| 1 | Technology | 2.78% |
| 2 | Healthcare | 1.56% |
| 3 | Industrials | 1.53% |
| 4 | Consumer Staples | 1.31% |
| 5 | Financials | 1.24% |
