We are live on ! Find out more
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
KMB icon
76
Kimberly-Clark
KMB
$36.5B
$1.65M 0.1%
11,584
+68
+0.6% +$9.16K
MA icon
77
Mastercard
MA
$493B
$1.62M 0.1%
2,964
-1
-0% -$544
AGG icon
78
iShares Core US Aggregate Bond ETF
AGG
$138B
$1.6M 0.1%
16,215
-788
-5% -$77K
VZ icon
79
Verizon
VZ
$196B
$1.58M 0.09%
34,891
+648
+2% +$27K
HCA icon
80
HCA Healthcare
HCA
$89.5B
$1.58M 0.09%
4,579
+47
+1% +$15.1K
ETR icon
81
Entergy
ETR
$50B
$1.53M 0.09%
17,954
+129
+0.7% +$10.6K
DE icon
82
Deere & Co
DE
$168B
$1.53M 0.09%
3,267
+4
+0.1% +$1.87K
EBAY icon
83
eBay
EBAY
$49.8B
$1.53M 0.09%
22,635
-176
-0.8% -$11.7K
MRK icon
84
Merck
MRK
$318B
$1.49M 0.09%
16,605
-591
-3% -$55.2K
LLY icon
85
Eli Lilly
LLY
$1.06T
$1.47M 0.09%
1,785
+20
+1% +$16.6K
ESGU icon
86
iShares ESG Aware MSCI USA ETF
ESGU
$18.4B
$1.43M 0.08%
11,739
-63
-0.5% -$8.11K
VOE icon
87
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.2B
$1.35M 0.08%
8,400
-685
-8% -$112K
OMC icon
88
Omnicom Group
OMC
$23.4B
$1.35M 0.08%
16,237
-1,601
-9% -$134K
XLE icon
89
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$1.19M 0.07%
25,498
-156
-0.6% -$7.03K
PEP icon
90
PepsiCo
PEP
$190B
$1.19M 0.07%
7,943
-395
-5% -$58.8K
CMCSA icon
91
Comcast
CMCSA
$90B
$1.18M 0.07%
32,045
-3,186
-9% -$115K
TJX icon
92
TJX Companies
TJX
$178B
$1.17M 0.07%
9,616
-847
-8% -$103K
EA
93
DELISTED
Electronic Arts
EA
$1.17M 0.07%
8,102
-167
-2% -$22.6K
COST icon
94
Costco
COST
$420B
$1.11M 0.07%
1,177
+10
+0.9% +$9.75K
LQD icon
95
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
$1.04M 0.06%
9,585
– –
QCOM icon
96
Qualcomm
QCOM
$176B
$1.03M 0.06%
6,717
-1,754
-21% -$286K
ELV icon
97
Elevance Health
ELV
$85.5B
$1.03M 0.06%
2,368
-196
-8% -$78.7K
ESGD icon
98
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$1.01M 0.06%
12,336
-85
-0.7% -$6.86K
IBB icon
99
iShares Biotechnology ETF
IBB
$9.71B
$928K 0.06%
7,258
-270
-4% -$36.6K
MCD icon
100
McDonald's
MCD
$195B
$916K 0.05%
2,932
-43
-1% -$12.9K
2 3
4
5 6

Similar funds

OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

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.