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
1
$90.1M 14.8%
2,313,760
+18,235
2
$82.2M 13.49%
329,400
+11,604
3
$75M 12.3%
946,456
+21,073
4
$72.4M 11.88%
1,687,101
+56,501
5
$42.7M 7%
829,922
+52,870
6
$36.6M 6%
438,125
+4,332
7
$25.6M 4.21%
314,642
+14,708
8
$23.7M 3.88%
560,772
+18,606
9
$10.9M 1.8%
40,074
-200
10
$10.4M 1.71%
97,685
-1,804
11
$9.47M 1.55%
178,288
-3,542
12
$7.2M 1.18%
65,407
-150
13
$6.37M 1.05%
156,736
-880
14
$6.01M 0.99%
89,767
-2,412
15
$5.21M 0.85%
49,973
-2,785
16
$4.56M 0.75%
86,028
+152
17
$3.37M 0.55%
34,160
-5,036
18
$3.29M 0.54%
13,390
-2,476
19
$3.23M 0.53%
64,930
-10,613
20
$2.97M 0.49%
24,499
-120
21
$2.84M 0.47%
44,779
+1,925
22
$2.6M 0.43%
56,136
-10,084
23
$2.49M 0.41%
20,530
-4,387
24
$2.23M 0.37%
78,162
-19,515
25
$2.21M 0.36%
13,463
-119
1
2 3 4 5