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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
-1.56%
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
+$9.65M
Cap. Flow
+$41.2M
Cap. Flow %
2.43%
Top 10 Hldgs %
66.04%
Holding
312
New
14
Increased
101
Reduced
112
Closed
12

Top Buys

Rank Stock Value
1
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$5.58M
2
BND icon
Vanguard Total Bond Market
BND
+$5.28M
3
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$4.34M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.21M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.33M

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.24M
2
QCOM icon
Qualcomm
QCOM
+$774K
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$648K
4
CDW icon
CDW
CDW
+$592K
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$592K

Sector Composition

Rank Sector Weight
1 Technology 2.82%
2 Financials 1.51%
3 Industrials 1.35%
4 Consumer Discretionary 1.19%
5 Healthcare 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITA icon
276
iShares US Aerospace & Defense ETF
ITA
$15B
$134K 0.01%
920
– –
EPP icon
277
iShares MSCI Pacific ex Japan ETF
EPP
$2.28B
$134K 0.01%
3,050
– –
OTIS icon
278
Otis Worldwide
OTIS
$28.2B
$133K 0.01%
1,439
– –
SCHW
279
Charles Schwab
SCHW
$187B
$132K 0.01%
1,781
– –
EMGF icon
280
iShares Emerging Markets Equity Factor ETF
EMGF
$1.87B
$131K 0.01%
2,900
– –
IYR icon
281
iShares US Real Estate ETF
IYR
$4.57B
$130K 0.01%
1,400
– –
DIA icon
282
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.5B
$128K 0.01%
300
– –
SO icon
283
Southern Company
SO
$107B
$127K 0.01%
1,547
-200
-11% -$17.5K
XYZ
284
Block Inc
XYZ
$47.5B
$127K 0.01%
1,491
– –
TEL icon
285
TE Connectivity
TEL
$62.6B
$125K 0.01%
874
– –
MO icon
286
Altria Group
MO
$114B
$125K 0.01%
+2,387
New +$127K
VXF icon
287
Vanguard Extended Market ETF
VXF
$31.9B
$125K 0.01%
657
+1
+0.2% +$193
RIO icon
288
Rio Tinto
RIO
$164B
$123K 0.01%
2,098
-100
-5% -$6.39K
EMN icon
289
Eastman Chemical
EMN
$8.42B
$123K 0.01%
1,348
– –
CRM icon
290
Salesforce
CRM
$158B
$122K 0.01%
+365
New +$116K
LHX icon
291
L3Harris
LHX
$53.4B
$118K 0.01%
559
– –
POST icon
292
Post Holdings
POST
$3.57B
$115K 0.01%
1,005
+1
+0.1% +$114
XLU icon
293
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$113K 0.01%
2,976
– –
WCN
294
Waste Connections
WCN
$42B
$112K 0.01%
655
– –
OEF icon
295
iShares S&P 100 ETF
OEF
$20.5B
$112K 0.01%
387
– –
MCO icon
296
Moody's
MCO
$82.7B
$108K 0.01%
228
– –
TROW icon
297
T. Rowe Price
TROW
$24.3B
$106K 0.01%
935
– –
JPST icon
298
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
$101K 0.01%
2,013
-95
-5% -$4.8K
IP icon
299
International Paper
IP
$22B
$101K 0.01%
+1,871
New +$100K
ALGN icon
300
Align Technology
ALGN
$12.3B
– –
-413
Closed -$105K
9 10 11
12
13

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Acropolis Investment Management's Q4 2024 Portfolio in Review

As of Q4 2024, Acropolis Investment Management held 312 positions worth $1.69B, up 0.57% from $1.68B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Acropolis Investment Management's Q4 2024 filing shows 14 new, 101 increased, 112 reduced and 12 closed positions. Its largest new stake was Vanguard Intermediate-Term Corporate Bond ETF: 51,544 shares worth $4.14M. The largest sale was Vanguard S&P 500 ETF, an estimated $1.24M.

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

  • Acropolis Investment Management's largest Q4 2024 buy was Vanguard Intermediate-Term Corporate Bond ETF: 51,544 shares worth $4.14M.
  • Acropolis Investment Management added most to Vanguard Short-Term Treasury ETF in Q4 2024, an estimated $5.58M increase.
  • Acropolis Investment Management's biggest Q4 2024 reduction was Vanguard S&P 500 ETF, cutting an estimated $1.24M.
  • Acropolis Investment Management fully exited Estee Lauder in Q4 2024, selling an estimated $188K.
  • Acropolis Investment Management's ten largest holdings make up 66% of its $1.69B portfolio in Q4 2024.
  • Acropolis Investment Management opened 14 new positions and closed 12 in Q4 2024.
  • Acropolis Investment Management's portfolio value rose 0.57% quarter-over-quarter to $1.69B.

Based on Acropolis Investment Management's 13F filing for Q4 2024, filed 14 Jan 2025.