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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
+5.74%
1 Year Est. Return
+18.96%
3 Year Est. Return
+47.59%
5 Year Est. Return
+41.85%
10 Year Est. Return
+139%
AUM
$1.97B
AUM Growth
+$148M
Cap. Flow
+$152M
Cap. Flow %
7.72%
Top 10 Hldgs %
64.44%
Holding
273
New
28
Increased
175
Reduced
24
Closed
7

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$19M
2
MSFT icon
Microsoft
MSFT
+$11.2M
3
PG icon
Procter & Gamble
PG
+$9.83M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.72M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.39M

Top Sells

Rank Stock Value
1
URI icon
United Rentals
URI
+$648K
2
MA icon
Mastercard
MA
+$629K
3
DHR icon
Danaher
DHR
+$496K
4
DHI icon
D.R. Horton
DHI
+$433K
5
AMAT icon
Applied Materials
AMAT
+$410K

Sector Composition

Rank Sector Weight
1 Technology 3.15%
2 Financials 1.76%
3 Consumer Staples 1.59%
4 Industrials 1.28%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DE icon
76
Deere & Co
DE
$168B
$1.91M 0.1%
3,765
+496
+15% +$245K
URI icon
77
United Rentals
URI
$72.4B
$1.81M 0.09%
2,404
-727
-23% -$648K
AVLV icon
78
Avantis US Large Cap Value ETF
AVLV
$18.2B
$1.8M 0.09%
26,333
+334
+1% +$23.6K
ACN icon
79
Accenture
ACN
$108B
$1.79M 0.09%
5,975
+292
+5% +$76.1K
HCA icon
80
HCA Healthcare
HCA
$89.5B
$1.78M 0.09%
4,650
-7
-0.2% -$2.71K
COST icon
81
Costco
COST
$420B
$1.77M 0.09%
1,787
+592
+50% +$567K
AGG icon
82
iShares Core US Aggregate Bond ETF
AGG
$138B
$1.75M 0.09%
17,680
+2,121
+14% +$210K
EBAY icon
83
eBay
EBAY
$49.8B
$1.74M 0.09%
23,372
+706
+3% +$62.4K
EFSC icon
84
Enterprise Financial Services Corp
EFSC
$2.39B
$1.73M 0.09%
31,480
+19,440
+161% +$1.13M
VZ icon
85
Verizon
VZ
$196B
$1.67M 0.08%
38,604
+3,037
+9% +$131K
TSLA icon
86
Tesla
TSLA
$1.3T
$1.67M 0.08%
5,247
+1,633
+45% +$566K
AXP icon
87
American Express
AXP
$230B
$1.66M 0.08%
5,203
+3,026
+139% +$963K
ESGU icon
88
iShares ESG Aware MSCI USA ETF
ESGU
$18.4B
$1.65M 0.08%
12,220
– –
KMB icon
89
Kimberly-Clark
KMB
$36.5B
$1.56M 0.08%
12,117
+875
+8% +$113K
ESGD icon
90
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$1.51M 0.08%
16,873
+4,390
+35% +$397K
MAS icon
91
Masco
MAS
$15.3B
$1.48M 0.08%
23,039
+865
+4% +$60.9K
ETR icon
92
Entergy
ETR
$50B
$1.47M 0.07%
17,644
+476
+3% +$41.9K
LLY icon
93
Eli Lilly
LLY
$1.06T
$1.43M 0.07%
1,840
+4
+0.2% +$2.98K
XLE icon
94
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$1.41M 0.07%
33,230
+7,700
+30% +$337K
VOE icon
95
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.2B
$1.38M 0.07%
8,400
– –
BMY icon
96
Bristol-Myers Squibb
BMY
$132B
$1.34M 0.07%
28,924
+2,462
+9% +$115K
EA
97
DELISTED
Electronic Arts
EA
$1.3M 0.07%
8,170
+233
+3% +$38.6K
ABBV icon
98
AbbVie
ABBV
$435B
$1.3M 0.07%
6,978
+3,746
+116% +$763K
TJX icon
99
TJX Companies
TJX
$178B
$1.28M 0.07%
10,395
+888
+9% +$118K
VNQ icon
100
Vanguard Real Estate ETF
VNQ
$39.1B
$1.27M 0.06%
14,310
+5,144
+56% +$467K
2 3
4
5 6

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Acropolis Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Acropolis Investment Management held 273 positions worth $1.97B, up 8.1% from $1.82B the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Acropolis Investment Management deployed $152M of net new capital in Q3 2025, opening 28 new positions and adding to 175 existing holdings. Its largest new stake was Sensient Technologies: 28,421 shares worth $2.8M.

By sector, the portfolio is most concentrated in Technology at 3.2% of assets, up from 2.5% a quarter earlier, followed by Financials and Consumer Staples.

On the sell side, the largest reduction was United Rentals, an estimated $648K trimmed.

  • Acropolis Investment Management's largest Q3 2025 buy was Sensient Technologies: 28,421 shares worth $2.8M.
  • Acropolis Investment Management added most to Vanguard S&P 500 ETF in Q3 2025, an estimated $19M increase.
  • Acropolis Investment Management's biggest Q3 2025 reduction was United Rentals, cutting an estimated $648K.
  • Acropolis Investment Management fully exited Danaher in Q3 2025, selling an estimated $496K.
  • Acropolis Investment Management's ten largest holdings make up 64% of its $1.97B portfolio in Q3 2025.
  • Acropolis Investment Management opened 28 new positions and closed 7 in Q3 2025.
  • Acropolis Investment Management's portfolio value rose 8.1% quarter-over-quarter to $1.97B.

Based on Acropolis Investment Management's 13F filing for Q3 2025, filed 7 Oct 2025.