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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
WFC icon
251
Wells Fargo
WFC
$264B
$153K 0.01%
2,133
+28
+1% +$2.1K
SPTM icon
252
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
$151K 0.01%
2,226
– –
MO icon
253
Altria Group
MO
$111B
$150K 0.01%
2,505
+118
+5% +$6.44K
UMBF icon
254
UMB Financial
UMBF
$11B
$150K 0.01%
1,485
– –
CI icon
255
Cigna
CI
$74B
$150K 0.01%
455
-531
-54% -$160K
DFUS
256
Dimensional US Equity ETF
DFUS
$21.7B
$148K 0.01%
2,450
– –
ADSK icon
257
Autodesk
ADSK
$53.8B
$145K 0.01%
553
+4
+0.7% +$1.14K
OTIS icon
258
Otis Worldwide
OTIS
$27.7B
$144K 0.01%
1,398
-41
-3% -$4K
MUSA icon
259
Murphy USA
MUSA
$9.97B
$143K 0.01%
305
-6
-2% -$2.85K
SKYY icon
260
First Trust Cloud Computing ETF
SKYY
$3.21B
$143K 0.01%
1,400
– –
APH icon
261
Amphenol
APH
$209B
$143K 0.01%
2,182
+14
+0.6% +$955
ADP icon
262
Automatic Data Processing
ADP
$108B
$142K 0.01%
466
-11
-2% -$3.32K
ITA icon
263
iShares US Aerospace & Defense ETF
ITA
$15B
$141K 0.01%
920
– –
SCHW
264
Charles Schwab
SCHW
$190B
$141K 0.01%
1,799
+18
+1% +$1.41K
WM icon
265
Waste Management
WM
$90.5B
$138K 0.01%
596
-220
-27% -$48.7K
NOW icon
266
ServiceNow
NOW
$131B
$138K 0.01%
865
-20
-2% -$3.85K
XLY icon
267
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$137K 0.01%
1,392
-436
-24% -$47.3K
QUAL icon
268
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
$137K 0.01%
800
– –
EMGF icon
269
iShares Emerging Markets Equity Factor ETF
EMGF
$1.86B
$136K 0.01%
2,900
– –
BG icon
270
Bunge Global
BG
$21.5B
$135K 0.01%
1,768
-1
-0.1% -$75
EPP icon
271
iShares MSCI Pacific ex Japan ETF
EPP
$2.26B
$135K 0.01%
3,050
– –
IYR icon
272
iShares US Real Estate ETF
IYR
$4.51B
$134K 0.01%
1,400
– –
AMP icon
273
Ameriprise Financial
AMP
$49.6B
$134K 0.01%
276
-108
-28% -$56.6K
CRM icon
274
Salesforce
CRM
$160B
$133K 0.01%
497
+132
+36% +$41.1K
BX icon
275
Blackstone
BX
$111B
$127K 0.01%
905
+3
+0.3% +$487
9 10
11
12 13

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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.