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AIM

Acropolis Investment Management Portfolio holdings

AUM $2.54B
1-Year Est. Return 18.96%
This Fund
S&P 500
This Quarter Est. Return
-1.01%
1 Year Est. Return
+18.96%
3 Year Est. Return
+47.59%
5 Year Est. Return
+41.85%
10 Year Est. Return
+139%
AUM
$1.69B
AUM Growth
-$8.15M
Cap. Flow
+$16M
Cap. Flow %
0.95%
Top 10 Hldgs %
66.5%
Holding
306
New
6
Increased
111
Reduced
130
Closed
9

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.42M
2
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.94M
3
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$2.46M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.11M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.53M

Top Sells

Rank Stock Value
1
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$1.35M
2
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$652K
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$600K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$512K
5
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$367K

Sector Composition

Rank Sector Weight
1 Technology 2.45%
2 Financials 1.62%
3 Industrials 1.28%
4 Healthcare 1.27%
5 Consumer Discretionary 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHR
226
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$202K 0.01%
8,124
– –
VRSK icon
227
Verisk Analytics
VRSK
$23.7B
$198K 0.01%
666
+4
+0.6% +$1.15K
IWP icon
228
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$197K 0.01%
1,675
– –
AMD icon
229
Advanced Micro Devices
AMD
$778B
$194K 0.01%
1,887
+116
+7% +$12.9K
OKE icon
230
Oneok
OKE
$55.4B
$191K 0.01%
1,923
+211
+12% +$20.9K
PLTR icon
231
Palantir
PLTR
$428B
$190K 0.01%
+2,247
New +$197K
AVUV icon
232
Avantis US Small Cap Value ETF
AVUV
$30.8B
$189K 0.01%
2,170
– –
GS icon
233
Goldman Sachs
GS
$303B
$189K 0.01%
346
+4
+1% +$2.41K
PFG icon
234
Principal Financial Group
PFG
$24.3B
$189K 0.01%
2,235
– –
NEE icon
235
NextEra Energy
NEE
$176B
$188K 0.01%
2,653
-86
-3% -$6.07K
SLV icon
236
iShares Silver Trust
SLV
$31.4B
$188K 0.01%
6,060
– –
IAU icon
237
iShares Gold Trust
IAU
$64.5B
$185K 0.01%
3,145
– –
COP icon
238
ConocoPhillips
COP
$145B
$182K 0.01%
1,736
+19
+1% +$1.9K
VST icon
239
Vistra
VST
$48.7B
$181K 0.01%
1,538
+4
+0.3% +$598
INTC icon
240
Intel
INTC
$492B
$179K 0.01%
7,861
-3,440
-30% -$75.3K
MRVL icon
241
Marvell Technology
MRVL
$195B
$175K 0.01%
2,837
-1,183
-29% -$115K
HDV
242
iShares Core High Dividend ETF
HDV
$14.9B
$173K 0.01%
7,125
– –
ITW icon
243
Illinois Tool Works
ITW
$84B
$172K 0.01%
694
-24
-3% -$6.17K
BCO icon
244
Brink's
BCO
$4.53B
$172K 0.01%
1,993
– –
MCK icon
245
McKesson
MCK
$103B
$170K 0.01%
253
+2
+0.8% +$1.24K
XLC icon
246
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$168K 0.01%
1,741
+3
+0.2% +$300
SO icon
247
Southern Company
SO
$105B
$163K 0.01%
1,769
+222
+14% +$19.2K
SHOP icon
248
Shopify
SHOP
$199B
$162K 0.01%
1,700
– –
IUSG icon
249
iShares Core S&P US Growth ETF
IUSG
$34B
$160K 0.01%
1,262
– –
WMB icon
250
Williams Companies
WMB
$86.6B
$157K 0.01%
2,631
+17
+0.7% +$973
8 9
10
11 12

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Acropolis Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, Acropolis Investment Management held 306 positions worth $1.69B, down 0.48% from $1.69B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Trading was light in Q1 2025: portfolio turnover was 4.9%. Acropolis Investment Management opened 6 new positions and exited 9, leaving the 306-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 2.5% of assets, down from 2.8% a quarter earlier, followed by Financials and Industrials.

  • Acropolis Investment Management's largest Q1 2025 buy was Palantir: 2,247 shares worth $190K.
  • Acropolis Investment Management added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $7.42M increase.
  • Acropolis Investment Management's biggest Q1 2025 reduction was Vanguard Morningstar Growth ETF, cutting an estimated $1.35M.
  • Acropolis Investment Management fully exited Vanguard Short-Term Corporate Bond ETF in Q1 2025, selling an estimated $237K.
  • Acropolis Investment Management's ten largest holdings make up 66% of its $1.69B portfolio in Q1 2025.
  • Acropolis Investment Management opened 6 new positions and closed 9 in Q1 2025.
  • Acropolis Investment Management's portfolio value fell 0.48% quarter-over-quarter to $1.69B.

Based on Acropolis Investment Management's 13F filing for Q1 2025, filed 17 Apr 2025.