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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
TRV icon
51
Travelers Companies
TRV
$80.2B
$3.1M 0.18%
11,711
-237
-2% -$59K
SPY icon
52
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$3.07M 0.18%
5,494
-3
-0.1% -$1.76K
IYW icon
53
iShares US Technology ETF
IYW
$25.5B
$2.94M 0.17%
20,903
-563
-3% -$87.7K
SCZ icon
54
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.6B
$2.94M 0.17%
46,200
-1,595
-3% -$101K
IWM icon
55
iShares Russell 2000 ETF
IWM
$81.9B
$2.92M 0.17%
14,633
-185
-1% -$40.1K
IEF icon
56
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$2.77M 0.16%
29,010
+3,187
+12% +$298K
CVX icon
57
Chevron
CVX
$366B
$2.74M 0.16%
16,368
-323
-2% -$50.6K
XLK icon
58
State Street Technology Select Sector SPDR ETF
XLK
$123B
$2.72M 0.16%
26,394
-200
-0.8% -$22.7K
KR icon
59
Kroger
KR
$34.8B
$2.43M 0.14%
35,891
-98
-0.3% -$6.21K
VBR icon
60
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$2.32M 0.14%
12,448
+210
+2% +$41.5K
IWB icon
61
iShares Russell 1000 ETF
IWB
$50.2B
$2.32M 0.14%
7,558
– –
ORLY icon
62
O'Reilly Automotive
ORLY
$76.3B
$2.23M 0.13%
23,400
-1,530
-6% -$133K
BMY icon
63
Bristol-Myers Squibb
BMY
$132B
$2.18M 0.13%
35,796
+1,787
+5% +$104K
SNA icon
64
Snap-on
SNA
$21.5B
$2.18M 0.13%
6,458
-63
-1% -$21.4K
MS icon
65
Morgan Stanley
MS
$340B
$2.16M 0.13%
18,552
-83
-0.4% -$10.7K
JMBS icon
66
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.75B
$2.16M 0.13%
47,755
-1,755
-4% -$78.3K
URI icon
67
United Rentals
URI
$72.4B
$1.95M 0.12%
3,108
-255
-8% -$175K
QQQ icon
68
Invesco QQQ Trust
QQQ
$481B
$1.88M 0.11%
4,004
+39
+1% +$19.8K
LOW icon
69
Lowe's Companies
LOW
$125B
$1.87M 0.11%
8,004
-62
-0.8% -$15.3K
IWF icon
70
iShares Russell 1000 Growth ETF
IWF
$128B
$1.83M 0.11%
20,296
-252
-1% -$24.9K
ACN icon
71
Accenture
ACN
$108B
$1.83M 0.11%
5,853
-554
-9% -$196K
VTI icon
72
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$1.79M 0.11%
6,531
-236
-3% -$68.6K
MAS icon
73
Masco
MAS
$15.3B
$1.7M 0.1%
24,488
-316
-1% -$23.6K
LMT icon
74
Lockheed Martin
LMT
$136B
$1.69M 0.1%
3,791
+116
+3% +$53.4K
HD icon
75
Home Depot
HD
$355B
$1.69M 0.1%
4,618
-222
-5% -$86.5K
1 2
3
4 5

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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.