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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
+7.18%
1 Year Est. Return
+18.96%
3 Year Est. Return
+47.59%
5 Year Est. Return
+41.85%
10 Year Est. Return
+139%
AUM
$1.82B
AUM Growth
+$135M
Cap. Flow
+$22.2M
Cap. Flow %
1.22%
Top 10 Hldgs %
66.15%
Holding
308
New
11
Increased
119
Reduced
89
Closed
63

Top Buys

Rank Stock Value
1
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$6.25M
2
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$4.53M
3
BND icon
Vanguard Total Bond Market
BND
+$3.96M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.67M
5
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$3.37M

Top Sells

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.38M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.05M
3
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.04M
4
TT icon
Trane Technologies
TT
+$653K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$602K

Sector Composition

Rank Sector Weight
1 Technology 2.53%
2 Financials 1.51%
3 Industrials 1.2%
4 Consumer Discretionary 1.07%
5 Consumer Staples 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYY icon
226
Sysco
SYY
$40.3B
$230K 0.01%
3,041
-568
-16% -$41.2K
SPMD icon
227
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.9B
$229K 0.01%
4,212
+4
+0.1% +$206
SO icon
228
Southern Company
SO
$107B
$227K 0.01%
2,471
+702
+40% +$63.1K
APH icon
229
Amphenol
APH
$209B
$225K 0.01%
2,279
+97
+4% +$7.93K
MRVL icon
230
Marvell Technology
MRVL
$196B
$222K 0.01%
2,862
+25
+0.9% +$1.56K
FICO icon
231
Fair Isaac
FICO
$22.5B
$216K 0.01%
118
– –
VRTX icon
232
Vertex Pharmaceuticals
VRTX
$126B
$215K 0.01%
482
+6
+1% +$2.77K
ALL icon
233
Allstate
ALL
$67.5B
$212K 0.01%
1,054
+6
+0.6% +$1.2K
EXC icon
234
Exelon
EXC
$47B
$211K 0.01%
4,854
-69
-1% -$3.07K
SCHR
235
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$209K 0.01%
8,344
+220
+3% +$5.45K
SMR icon
236
NuScale Power
SMR
$4.03B
$209K 0.01%
+5,278
New +$132K
XLC icon
237
State Street Communication Services Select Sector SPDR ETF
XLC
$22.4B
$206K 0.01%
1,897
+156
+9% +$15.4K
CCJ icon
238
Cameco
CCJ
$42.4B
$205K 0.01%
+2,767
New +$148K
IUSG icon
239
iShares Core S&P US Growth ETF
IUSG
$33.7B
$203K 0.01%
1,353
+91
+7% +$12.3K
OKLO
240
Oklo
OKLO
$8.42B
$203K 0.01%
+3,632
New +$140K
VRSK icon
241
Verisk Analytics
VRSK
$25B
$202K 0.01%
650
-16
-2% -$4.85K
F icon
242
Ford
F
$55.7B
$131K 0.01%
12,072
+273
+2% +$2.78K
FIP icon
243
FTAI Infrastructure
FIP
$505M
$62.2K ﹤0.01%
+10,080
New +$51K
GGN
244
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$819M
$52.7K ﹤0.01%
+12,000
New +$51.5K
AGL icon
245
Agilon Health
AGL
$1.6B
$43.7K ﹤0.01%
+760
New +$61K
AAON icon
246
Aaon
AAON
$7.77B
– –
-1,521
Closed -$119K
ADP icon
247
Automatic Data Processing
ADP
$108B
– –
-466
Closed -$142K
ADSK icon
248
Autodesk
ADSK
$52.6B
– –
-553
Closed -$145K
AMP icon
249
Ameriprise Financial
AMP
$48.8B
– –
-276
Closed -$134K
AVLC icon
250
Avantis US Large Cap Equity ETF
AVLC
$1.42B
– –
-1,950
Closed -$125K
8 9
10
11 12

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Acropolis Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Acropolis Investment Management held 308 positions worth $1.82B, up 8% from $1.69B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Acropolis Investment Management's Q2 2025 filing shows 11 new, 119 increased, 89 reduced and 63 closed positions. Its largest new stake was Avantis US Small Cap Equity ETF: 45,745 shares worth $2.36M. The largest sale was Vanguard FTSE Developed Markets ETF, an estimated $1.38M.

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

  • Acropolis Investment Management's largest Q2 2025 buy was Avantis US Small Cap Equity ETF: 45,745 shares worth $2.36M.
  • Acropolis Investment Management added most to Vanguard Short-Term Treasury ETF in Q2 2025, an estimated $6.25M increase.
  • Acropolis Investment Management's biggest Q2 2025 reduction was Vanguard FTSE Developed Markets ETF, cutting an estimated $1.38M.
  • Acropolis Investment Management fully exited iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025, selling an estimated $1.04M.
  • Acropolis Investment Management's ten largest holdings make up 66% of its $1.82B portfolio in Q2 2025.
  • Acropolis Investment Management opened 11 new positions and closed 63 in Q2 2025.
  • Acropolis Investment Management's portfolio value rose 8% quarter-over-quarter to $1.82B.

Based on Acropolis Investment Management's 13F filing for Q2 2025, filed 14 Jul 2025.