AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
1-Year Return
10.81%
This Quarter Return
-1.56%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$1.69B
AUM Growth
+$9.65M
(+0.57%)
Cap. Flow
+$40.4M
Cap. Flow
% of AUM
2.39%
Top 10 Holdings %
Top 10 Hldgs %
66.04%
Holding
312
New
14
Increased
101
Reduced
112
Closed
12
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$5.56M |
| 2 |
Vanguard Total Bond Market
BND
|
+$5.2M |
| 3 |
Dimensional Core Fixed Income ETF
DFCF
|
+$4.25M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$4.14M |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$3.28M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$1.23M |
| 2 |
Qualcomm
QCOM
|
+$726K |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
+$625K |
| 4 |
iShares US Equity Factor ETF
LRGF
|
+$588K |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$565K |
Sector Composition
| 1 | Technology | 2.82% |
| 2 | Financials | 1.51% |
| 3 | Industrials | 1.35% |
| 4 | Consumer Discretionary | 1.19% |
| 5 | Healthcare | 1.18% |
