We are live on ! Find out more
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
AVUV icon
251
Avantis US Small Cap Value ETF
AVUV
$30.8B
– –
-2,170
Closed -$189K
BCO icon
252
Brink's
BCO
$4.62B
– –
-1,993
Closed -$172K
BG icon
253
Bunge Global
BG
$20.8B
– –
-1,768
Closed -$135K
BP icon
254
BP
BP
$107B
– –
-3,268
Closed -$110K
BRO icon
255
Brown & Brown
BRO
$23.9B
– –
-847
Closed -$105K
BX icon
256
Blackstone
BX
$110B
– –
-905
Closed -$127K
CI icon
257
Cigna
CI
$74.6B
– –
-455
Closed -$150K
COP icon
258
ConocoPhillips
COP
$141B
– –
-1,736
Closed -$182K
CRM icon
259
Salesforce
CRM
$158B
– –
-497
Closed -$133K
DFUS
260
Dimensional US Equity ETF
DFUS
$21.6B
– –
-2,450
Closed -$148K
DIA icon
261
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.5B
– –
-300
Closed -$126K
DUK icon
262
Duke Energy
DUK
$97.3B
– –
-932
Closed -$114K
EMGF icon
263
iShares Emerging Markets Equity Factor ETF
EMGF
$1.87B
– –
-2,900
Closed -$136K
EMN icon
264
Eastman Chemical
EMN
$8.42B
– –
-1,348
Closed -$119K
EPP icon
265
iShares MSCI Pacific ex Japan ETF
EPP
$2.28B
– –
-3,050
Closed -$135K
HDV
266
iShares Core High Dividend ETF
HDV
$14.8B
– –
-7,125
Closed -$173K
HPQ icon
267
HP
HPQ
$27.5B
– –
-4,327
Closed -$120K
HUBS icon
268
HubSpot
HUBS
$10.5B
– –
-200
Closed -$114K
IAU icon
269
iShares Gold Trust
IAU
$64.4B
– –
-3,145
Closed -$185K
INTC icon
270
Intel
INTC
$513B
– –
-7,861
Closed -$179K
ITA icon
271
iShares US Aerospace & Defense ETF
ITA
$15B
– –
-920
Closed -$141K
ITW icon
272
Illinois Tool Works
ITW
$84.5B
– –
-694
Closed -$172K
IWC icon
273
iShares Micro-Cap ETF
IWC
$1.5B
– –
-1,950
Closed -$216K
IYR icon
274
iShares US Real Estate ETF
IYR
$4.57B
– –
-1,400
Closed -$134K
JPST icon
275
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
– –
-2,036
Closed -$103K
9 10
11
12 13

Similar funds

OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

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.