AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
1-Year Return
10.81%
This Quarter Return
-1.01%
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
-$8.15M
(-0.48%)
Cap. Flow
+$15.5M
Cap. Flow
% of AUM
0.92%
Top 10 Holdings %
Top 10 Hldgs %
66.5%
Holding
306
New
6
Increased
111
Reduced
130
Closed
9
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$7.06M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$2.96M |
| 3 |
iShares US Small Cap Equity Factor ETF
SMLF
|
$2.27M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.95M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$1.54M |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$1.24M |
| 2 |
Vanguard Large-Cap ETF
VV
|
$619K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$571K |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$520K |
| 5 |
Vanguard Small-Cap ETF
VB
|
$341K |
Sector Composition
| 1 | Technology | 2.45% |
| 2 | Financials | 1.62% |
| 3 | Industrials | 1.28% |
| 4 | Healthcare | 1.27% |
| 5 | Consumer Discretionary | 1.12% |
