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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
RIO icon
276
Rio Tinto
RIO
$165B
$126K 0.01%
2,098
– –
DIA icon
277
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.4B
$126K 0.01%
300
– –
WCN
278
Waste Connections
WCN
$41.9B
$125K 0.01%
642
-13
-2% -$2.41K
AVLC icon
279
Avantis US Large Cap Equity ETF
AVLC
$1.43B
$125K 0.01%
+1,950
New +$132K
TEL icon
280
TE Connectivity
TEL
$62.6B
$124K 0.01%
880
+6
+0.7% +$888
HPQ icon
281
HP
HPQ
$27.6B
$120K 0.01%
4,327
+31
+0.7% +$981
AAON icon
282
Aaon
AAON
$7.1B
$119K 0.01%
1,521
– –
EMN icon
283
Eastman Chemical
EMN
$8.36B
$119K 0.01%
1,348
– –
F icon
284
Ford
F
$55.9B
$118K 0.01%
+11,799
New +$115K
LHX icon
285
L3Harris
LHX
$54.6B
$118K 0.01%
564
+5
+0.9% +$1.05K
XLU icon
286
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$117K 0.01%
2,976
– –
HUBS icon
287
HubSpot
HUBS
$10.6B
$114K 0.01%
200
+1
+0.5% +$701
DUK icon
288
Duke Energy
DUK
$95B
$114K 0.01%
+932
New +$106K
VXF icon
289
Vanguard Extended Market ETF
VXF
$31.8B
$113K 0.01%
657
– –
BP icon
290
BP
BP
$110B
$110K 0.01%
+3,268
New +$107K
VCR icon
291
Vanguard Consumer Discretionary ETF
VCR
$6.17B
$107K 0.01%
330
-100
-23% -$36.2K
MCO icon
292
Moody's
MCO
$83.1B
$107K 0.01%
230
+2
+0.9% +$964
BRO icon
293
Brown & Brown
BRO
$23.8B
$105K 0.01%
+847
New +$94.6K
OEF icon
294
iShares S&P 100 ETF
OEF
$20.5B
$105K 0.01%
387
– –
PYPL icon
295
PayPal
PYPL
$50.1B
$103K 0.01%
1,585
+3
+0.2% +$234
JPST icon
296
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
$103K 0.01%
2,036
+23
+1% +$1.16K
EPC icon
297
Edgewell Personal Care
EPC
$1.28B
– –
-4,123
Closed -$139K
IP icon
298
International Paper
IP
$21.9B
– –
-1,871
Closed -$101K
NKE icon
299
Nike
NKE
$62.1B
– –
-1,856
Closed -$140K
POST icon
300
Post Holdings
POST
$3.49B
– –
-1,005
Closed -$115K
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.