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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
SPYG icon
301
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.2B
– –
-2,087
Closed -$183K
SPYV icon
302
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
– –
-2,831
Closed -$145K
TROW icon
303
T. Rowe Price
TROW
$24.3B
– –
-935
Closed -$106K
VCSH icon
304
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.9B
– –
-3,044
Closed -$237K
XYZ
305
Block Inc
XYZ
$47.5B
– –
-1,491
Closed -$127K
9 10 11 12
13

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LC
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ECP
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CM
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HWA
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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.