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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
+5.74%
1 Year Est. Return
+18.96%
3 Year Est. Return
+47.59%
5 Year Est. Return
+41.85%
10 Year Est. Return
+139%
AUM
$1.97B
AUM Growth
+$148M
Cap. Flow
+$152M
Cap. Flow %
7.72%
Top 10 Hldgs %
64.44%
Holding
273
New
28
Increased
175
Reduced
24
Closed
7

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$19M
2
MSFT icon
Microsoft
MSFT
+$11.2M
3
PG icon
Procter & Gamble
PG
+$9.83M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.72M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.39M

Top Sells

Rank Stock Value
1
URI icon
United Rentals
URI
+$648K
2
MA icon
Mastercard
MA
+$629K
3
DHR icon
Danaher
DHR
+$496K
4
DHI icon
D.R. Horton
DHI
+$433K
5
AMAT icon
Applied Materials
AMAT
+$410K

Sector Composition

Rank Sector Weight
1 Technology 3.15%
2 Financials 1.76%
3 Consumer Staples 1.59%
4 Industrials 1.28%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLC icon
226
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$283K 0.01%
2,609
+712
+38% +$79.1K
DFSV
227
Dimensional US Small Cap Value ETF
DFSV
$8.36B
$268K 0.01%
9,118
– –
SCHV
228
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$268K 0.01%
9,684
– –
SPSM icon
229
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.5B
$267K 0.01%
6,258
– –
RSP icon
230
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$255K 0.01%
1,401
– –
UHS icon
231
Universal Health Services
UHS
$10.5B
$249K 0.01%
1,375
-8
-0.6% -$1.44K
AVUV icon
232
Avantis US Small Cap Value ETF
AVUV
$30.8B
$248K 0.01%
+2,727
New +$264K
WM icon
233
Waste Management
WM
$91B
$248K 0.01%
+1,084
New +$244K
EPD icon
234
Enterprise Products Partners
EPD
$81.7B
$244K 0.01%
+7,857
New +$248K
AUPH icon
235
Aurinia Pharmaceuticals
AUPH
$2.11B
$242K 0.01%
28,525
– –
LUV icon
236
Southwest Airlines
LUV
$23B
$241K 0.01%
7,423
-58
-0.8% -$1.9K
EFX icon
237
Equifax
EFX
$21.4B
$240K 0.01%
926
-7
-0.8% -$1.76K
SHOP icon
238
Shopify
SHOP
$195B
$236K 0.01%
+2,050
New +$278K
VYM icon
239
Vanguard High Dividend Yield ETF
VYM
$83.5B
$236K 0.01%
1,771
+35
+2% +$4.81K
GEV icon
240
GE Vernova
GEV
$264B
$236K 0.01%
+446
New +$270K
OTIS icon
241
Otis Worldwide
OTIS
$28.2B
$234K 0.01%
+2,363
New +$215K
XLY icon
242
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$233K 0.01%
+2,142
New +$245K
IWP icon
243
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$232K 0.01%
1,675
– –
MO icon
244
Altria Group
MO
$114B
$230K 0.01%
+3,931
New +$249K
SPMD icon
245
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.9B
$229K 0.01%
4,212
– –
SYY icon
246
Sysco
SYY
$40.3B
$226K 0.01%
2,983
-58
-2% -$4.64K
C icon
247
Citigroup
C
$226B
$224K 0.01%
+2,629
New +$249K
APH icon
248
Amphenol
APH
$209B
$221K 0.01%
2,237
-42
-2% -$4.61K
SOXX icon
249
iShares Semiconductor ETF
SOXX
$45.9B
$220K 0.01%
+923
New +$230K
SKYY icon
250
First Trust Cloud Computing ETF
SKYY
$3.12B
$220K 0.01%
+1,808
New +$228K
7 8 9
10
11

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Acropolis Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Acropolis Investment Management held 273 positions worth $1.97B, up 8.1% from $1.82B the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Acropolis Investment Management deployed $152M of net new capital in Q3 2025, opening 28 new positions and adding to 175 existing holdings. Its largest new stake was Sensient Technologies: 28,421 shares worth $2.8M.

By sector, the portfolio is most concentrated in Technology at 3.2% of assets, up from 2.5% a quarter earlier, followed by Financials and Consumer Staples.

On the sell side, the largest reduction was United Rentals, an estimated $648K trimmed.

  • Acropolis Investment Management's largest Q3 2025 buy was Sensient Technologies: 28,421 shares worth $2.8M.
  • Acropolis Investment Management added most to Vanguard S&P 500 ETF in Q3 2025, an estimated $19M increase.
  • Acropolis Investment Management's biggest Q3 2025 reduction was United Rentals, cutting an estimated $648K.
  • Acropolis Investment Management fully exited Danaher in Q3 2025, selling an estimated $496K.
  • Acropolis Investment Management's ten largest holdings make up 64% of its $1.97B portfolio in Q3 2025.
  • Acropolis Investment Management opened 28 new positions and closed 7 in Q3 2025.
  • Acropolis Investment Management's portfolio value rose 8.1% quarter-over-quarter to $1.97B.

Based on Acropolis Investment Management's 13F filing for Q3 2025, filed 7 Oct 2025.