AIM

Acropolis Investment Management Portfolio holdings

AUM $1.97B
1-Year Est. Return 10.43%
This Quarter Est. Return
1 Year Est. Return
+10.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$609M
AUM Growth
-$5.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$2.72M
3
+$2.42M
4
BND icon
Vanguard Total Bond Market
BND
+$1.67M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.2M

Top Sells

1
+$955K
2
+$676K
3
+$646K
4
SYY icon
Sysco
SYY
+$635K
5
ELV icon
Elevance Health
ELV
+$630K

Sector Composition

1 Industrials 2%
2 Technology 1.91%
3 Healthcare 1.64%
4 Financials 1.52%
5 Energy 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 0.35%
16,810
-5,108
27
$1.83M 0.3%
14,923
-4,019
28
$1.82M 0.3%
26,261
-1,225
29
$1.74M 0.29%
10,568
-2,526
30
$1.69M 0.28%
20,941
-80
31
$1.66M 0.27%
11,839
-3,763
32
$1.63M 0.27%
12,434
-4,737
33
$1.61M 0.26%
19,483
-7,428
34
$1.52M 0.25%
31,994
-13,168
35
$1.52M 0.25%
7,799
-2,607
36
$1.49M 0.24%
21,169
-7,501
37
$1.45M 0.24%
87,558
-850
38
$1.43M 0.23%
20,605
-7,896
39
$1.38M 0.23%
9,610
-278
40
$1.37M 0.22%
30,680
-200
41
$1.36M 0.22%
27,214
-1,062
42
$1.32M 0.22%
5,558
-2,645
43
$1.28M 0.21%
11,671
44
$1.27M 0.21%
4,285
+7
45
$1.25M 0.2%
28,731
-40
46
$1.23M 0.2%
22,149
-10,616
47
$1.2M 0.2%
23,126
-6,322
48
$1.13M 0.19%
14,150
-7,020
49
$1.11M 0.18%
7,777
-4,013
50
$1.09M 0.18%
8,203
-3,431
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