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
126
$148K 0.02%
1,423
+200
127
$145K 0.02%
971
128
$140K 0.02%
1,642
129
$139K 0.02%
1,006
130
$138K 0.02%
2,294
-70
131
$123K 0.02%
1,690
-1,225
132
$121K 0.02%
1,455
+100
133
$117K 0.02%
1,069
+2
134
$115K 0.02%
+2,247
135
$113K 0.02%
800
136
$112K 0.02%
+1,404
137
$111K 0.02%
959
+25
138
$108K 0.02%
+1,421
139
$107K 0.02%
+1,540
140
$107K 0.02%
1,487
141
$106K 0.02%
+947
142
$105K 0.02%
+995
143
$100K 0.02%
3,550
+200
144
– –
-4,815
145
– –
-3,555
146
– –
-1,811
147
– –
-2,493
148
– –
-1,055
149
– –
-1,953
150
– –
-4,075
2 3 4 5
6