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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
-0.5%
1 Year Est. Return
+18.96%
3 Year Est. Return
+47.59%
5 Year Est. Return
+41.85%
10 Year Est. Return
+139%
AUM
$2.26B
AUM Growth
+$39.8M
Cap. Flow
+$61M
Cap. Flow %
2.7%
Top 10 Hldgs %
60.4%
Holding
390
New
93
Increased
96
Reduced
134
Closed
6

Top Buys

Rank Stock Value
1
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$39.2M
2
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$25.1M
3
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$18.5M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$5.28M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$3.1M

Top Sells

Rank Stock Value
1
BND icon
Vanguard Total Bond Market
BND
+$18.5M
2
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$17.5M
3
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$9.47M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.9M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.32M

Sector Composition

Rank Sector Weight
1 Technology 2.8%
2 Financials 1.54%
3 Industrials 1.46%
4 Consumer Staples 1.39%
5 Healthcare 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WDC icon
326
Western Digital
WDC
$150B
$147K 0.01%
+543
New +$142K
SUSC icon
327
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$146K 0.01%
+6,305
New +$147K
BHP icon
328
BHP
BHP
$230B
$145K 0.01%
+1,998
New +$141K
SHEL icon
329
Shell
SHEL
$245B
$145K 0.01%
+1,555
New +$126K
IBDW icon
330
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.55B
$144K 0.01%
+6,890
New +$146K
IWY icon
331
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$140K 0.01%
+561
New +$149K
IJK icon
332
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$138K 0.01%
+1,372
New +$141K
COP icon
333
ConocoPhillips
COP
$141B
$138K 0.01%
+1,045
New +$116K
JMOM icon
334
JPMorgan US Momentum Factor ETF
JMOM
$2.61B
$135K 0.01%
+1,993
New +$139K
NOW icon
335
ServiceNow
NOW
$129B
$134K 0.01%
+1,285
New +$151K
GNRC icon
336
Generac Holdings
GNRC
$12.5B
$134K 0.01%
+685
New +$132K
IR icon
337
Ingersoll Rand
IR
$33.7B
$133K 0.01%
+1,654
New +$146K
AGCO icon
338
AGCO
AGCO
$7.2B
$132K 0.01%
+1,138
New +$138K
FCFS icon
339
FirstCash
FCFS
$8.78B
$132K 0.01%
+700
New +$126K
PGR icon
340
Progressive
PGR
$125B
$131K 0.01%
661
-224
-25% -$46.2K
CL icon
341
Colgate-Palmolive
CL
$74.4B
$131K 0.01%
+1,535
New +$137K
ADSK icon
342
Autodesk
ADSK
$52.6B
$130K 0.01%
+545
New +$137K
DHR icon
343
Danaher
DHR
$144B
$130K 0.01%
+688
New +$147K
GEHC icon
344
GE HealthCare
GEHC
$32.4B
$129K 0.01%
+1,818
New +$143K
EMXC icon
345
iShares MSCI Emerging Markets ex China ETF
EMXC
$24B
$129K 0.01%
+1,637
New +$132K
DGRO icon
346
iShares Core Dividend Growth ETF
DGRO
$43.6B
$129K 0.01%
+1,831
New +$131K
AAON icon
347
Aaon
AAON
$7.77B
$126K 0.01%
+1,518
New +$138K
CNH
348
CNH Industrial
CNH
$17.5B
$125K 0.01%
11,349
+499
+5% +$5.61K
KBWB icon
349
Invesco KBW Bank ETF
KBWB
$6.73B
$124K 0.01%
+1,562
New +$131K
IYR icon
350
iShares US Real Estate ETF
IYR
$4.57B
$123K 0.01%
+1,305
New +$127K
12 13
14
15 16

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Acropolis Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Acropolis Investment Management held 390 positions worth $2.26B, up 1.8% from $2.22B the previous quarter. Its ten largest holdings account for 60% of the portfolio.

Acropolis Investment Management's Q1 2026 filing shows 93 new, 96 increased, 134 reduced and 6 closed positions. Its largest new stake was Global X Uranium ETF: 5,941 shares worth $288K. The largest sale was Vanguard Total Bond Market, an estimated $18.5M.

By sector, the portfolio is most concentrated in Technology at 2.8% of assets, down from 3.2% a quarter earlier, followed by Financials and Industrials.

  • Acropolis Investment Management's largest Q1 2026 buy was Global X Uranium ETF: 5,941 shares worth $288K.
  • Acropolis Investment Management added most to Vanguard Intermediate-Term Treasury ETF in Q1 2026, an estimated $39.2M increase.
  • Acropolis Investment Management's biggest Q1 2026 reduction was Vanguard Total Bond Market, cutting an estimated $18.5M.
  • Acropolis Investment Management fully exited Evolent Health in Q1 2026, selling an estimated $112K.
  • Acropolis Investment Management's ten largest holdings make up 60% of its $2.26B portfolio in Q1 2026.
  • Acropolis Investment Management opened 93 new positions and closed 6 in Q1 2026.
  • Acropolis Investment Management's portfolio value rose 1.8% quarter-over-quarter to $2.26B.

Based on Acropolis Investment Management's 13F filing for Q1 2026, filed 9 Apr 2026.