AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
1-Year Return
10.81%
This Quarter Return
-5.65%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$980M
AUM Growth
-$37.1M
(-3.7%)
Cap. Flow
+$22.2M
Cap. Flow
% of AUM
2.26%
Top 10 Holdings %
Top 10 Hldgs %
68.52%
Holding
248
New
9
Increased
73
Reduced
103
Closed
10
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$7.3M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$6.68M |
| 3 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$5.82M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$4.45M |
| 5 |
Vanguard Total Bond Market
BND
|
$3.43M |
Top Sells
Sector Composition
| 1 | Technology | 2.2% |
| 2 | Healthcare | 1.68% |
| 3 | Consumer Staples | 1.62% |
| 4 | Financials | 1.52% |
| 5 | Industrials | 1.49% |
