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
51
$1.09M 0.18%
11,821
-5,175
52
$1.07M 0.18%
9,678
-5,387
53
$973K 0.16%
12,455
54
$948K 0.16%
5,087
-130
55
$944K 0.16%
5,768
-3,389
56
$936K 0.15%
8,472
+35
57
$932K 0.15%
9,509
-5,668
58
$927K 0.15%
8,896
-4,842
59
$915K 0.15%
6,906
+150
60
$912K 0.15%
7,600
-1,370
61
$908K 0.15%
8,340
-5,420
62
$894K 0.15%
2,666
-67
63
$832K 0.14%
5,515
-105
64
$831K 0.14%
7,361
-1,058
65
$812K 0.13%
10,319
-1,660
66
$798K 0.13%
12,715
+380
67
$786K 0.13%
4,726
-3,094
68
$783K 0.13%
7,471
-4,828
69
$754K 0.12%
26,267
-14,205
70
$698K 0.11%
19,595
-325
71
$679K 0.11%
9,949
-9,310
72
$667K 0.11%
3,792
-447
73
$660K 0.11%
4,962
-3,255
74
$645K 0.11%
11,460
+100
75
$543K 0.09%
3,572
-465
1 2
3
4 5