AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
1-Year Return
10.81%
This Quarter Return
+5.68%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$979M
AUM Growth
+$69.6M
(+7.7%)
Cap. Flow
+$18.8M
Cap. Flow
% of AUM
1.92%
Top 10 Holdings %
Top 10 Hldgs %
72.39%
Holding
221
New
7
Increased
82
Reduced
76
Closed
5
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$14.4M |
| 2 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$7.04M |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$4.78M |
| 4 |
iShares MSCI Intl Momentum Factor ETF
IMTM
|
$1.96M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.89M |
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$6.84M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$6.17M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$1.45M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$1.11M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$627K |
Sector Composition
| 1 | Technology | 2.5% |
| 2 | Industrials | 1.84% |
| 3 | Healthcare | 1.54% |
| 4 | Financials | 1.5% |
| 5 | Consumer Discretionary | 1.44% |
