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
76
$543K 0.09%
10,542
-320
77
$537K 0.09%
10,925
+2,225
78
$525K 0.09%
2,811
+193
79
$507K 0.08%
1,644
-2,021
80
$483K 0.08%
8,242
+400
81
$477K 0.08%
7,984
-150
82
$473K 0.08%
1,744
+259
83
$463K 0.08%
4,991
+150
84
$450K 0.07%
25,494
-31,455
85
$444K 0.07%
5,324
86
$439K 0.07%
15,328
87
$426K 0.07%
14,962
-23,743
88
$420K 0.07%
3,809
-4,676
89
$411K 0.07%
7,620
90
$407K 0.07%
22,320
-28,125
91
$402K 0.07%
5,152
-63
92
$390K 0.06%
3,545
-4,815
93
$390K 0.06%
16,101
-825
94
$388K 0.06%
11,670
95
$366K 0.06%
6,607
-7,861
96
$348K 0.06%
2,224
97
$309K 0.05%
6,175
-400
98
$304K 0.05%
8,842
+70
99
$303K 0.05%
985
-35
100
$301K 0.05%
4,940
+1,332
2 3
4
5 6