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
101
$299K 0.05%
2,836
-839
102
$291K 0.05%
2,182
-3,745
103
$283K 0.05%
2,998
104
$273K 0.04%
5,190
+885
105
$272K 0.04%
8,055
-1,815
106
$263K 0.04%
3,410
107
$261K 0.04%
2,092
108
$243K 0.04%
1,729
-56
109
$238K 0.04%
5,182
110
$231K 0.04%
3,219
-135
111
$228K 0.04%
4,661
-7,355
112
$227K 0.04%
2,085
-8,775
113
$216K 0.04%
2,336
+303
114
$215K 0.04%
1,350
115
$211K 0.03%
4,078
116
$201K 0.03%
3,570
117
$190K 0.03%
1,804
118
$190K 0.03%
1,208
-155
119
$190K 0.03%
3,786
+3
120
$182K 0.03%
2,245
-153
121
$173K 0.03%
3,430
122
$171K 0.03%
2,053
123
$166K 0.03%
2,727
-665
124
$163K 0.03%
962
+10
125
$163K 0.03%
2,300
-185
2 3 4
5
6