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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
IJT icon
101
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.41B
$910K 0.05%
7,309
+4
+0.1% +$535
MMM icon
102
3M
MMM
$94.3B
$864K 0.05%
5,881
-1,011
-15% -$149K
MBB icon
103
iShares MBS ETF
MBB
$39.1B
$856K 0.05%
9,128
-985
-10% -$91.1K
NSC icon
104
Norfolk Southern
NSC
$75.1B
$835K 0.05%
3,524
-96
-3% -$23.4K
DSI icon
105
iShares MSCI KLD 400 Social ETF
DSI
$5.54B
$833K 0.05%
8,133
– –
VNQ icon
106
Vanguard Real Estate ETF
VNQ
$39.1B
$830K 0.05%
9,166
-1,705
-16% -$155K
SHY icon
107
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$827K 0.05%
9,991
-224
-2% -$18.4K
CMI icon
108
Cummins
CMI
$88.7B
$824K 0.05%
2,630
-25
-0.9% -$8.81K
EOG icon
109
EOG Resources
EOG
$70.7B
$819K 0.05%
6,386
+216
+4% +$27.8K
TSLA icon
110
Tesla
TSLA
$1.3T
$755K 0.04%
2,915
+101
+4% +$33.7K
SPDW icon
111
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.7B
$748K 0.04%
20,547
– –
AMAT icon
112
Applied Materials
AMAT
$428B
$744K 0.04%
5,130
-246
-5% -$41.4K
GD icon
113
General Dynamics
GD
$106B
$744K 0.04%
2,728
-24
-0.9% -$6.24K
EXPE icon
114
Expedia Group
EXPE
$37.3B
$739K 0.04%
4,398
+790
+22% +$144K
META icon
115
Meta Platforms (Facebook)
META
$1.51T
$733K 0.04%
1,271
+56
+5% +$36.1K
ABBV icon
116
AbbVie
ABBV
$435B
$732K 0.04%
3,494
+98
+3% +$19.1K
CAT icon
117
Caterpillar
CAT
$387B
$731K 0.04%
2,215
+3
+0.1% +$1.07K
TGT icon
118
Target
TGT
$68B
$704K 0.04%
6,746
-803
-11% -$100K
GPC icon
119
Genuine Parts
GPC
$18.7B
$694K 0.04%
5,821
+904
+18% +$109K
TT icon
120
Trane Technologies
TT
$106B
$689K 0.04%
3,323
-44
-1% -$15.9K
RTX icon
121
RTX Corp
RTX
$301B
$682K 0.04%
5,146
-88
-2% -$11.2K
XLF icon
122
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$676K 0.04%
13,577
+207
+2% +$10.4K
PG icon
123
Procter & Gamble
PG
$339B
$671K 0.04%
3,940
+38
+1% +$6.37K
LYB icon
124
LyondellBasell Industries
LYB
$19.2B
$670K 0.04%
9,519
-950
-9% -$71.5K
BKNG icon
125
Booking.com
BKNG
$161B
$654K 0.04%
3,550
-675
-16% -$129K
3 4
5
6 7

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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.