AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
1-Year Return
10.81%
This Quarter Return
-4.99%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$1.1B
AUM Growth
-$13.8M
(-1.2%)
Cap. Flow
+$45.7M
Cap. Flow
% of AUM
4.16%
Top 10 Holdings %
Top 10 Hldgs %
68.27%
Holding
246
New
11
Increased
101
Reduced
74
Closed
6
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$20.6M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$18.9M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$7.69M |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$5.17M |
| 5 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$4.15M |
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
+$19.6M |
| 2 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
+$11.9M |
| 3 |
UnitedHealth
UNH
|
+$873K |
| 4 |
iShares ESG Aware MSCI EAFE ETF
ESGD
|
+$612K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$555K |
Sector Composition
| 1 | Technology | 2.73% |
| 2 | Financials | 1.66% |
| 3 | Industrials | 1.64% |
| 4 | Healthcare | 1.62% |
| 5 | Consumer Staples | 1.57% |
