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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
T icon
126
AT&T
T
$163B
$654K 0.04%
23,108
+52
+0.2% +$1.31K
EFSC icon
127
Enterprise Financial Services Corp
EFSC
$2.39B
$647K 0.04%
12,040
+5,000
+71% +$288K
MPC icon
128
Marathon Petroleum
MPC
$83.7B
$637K 0.04%
4,374
+6
+0.1% +$888
AVLV icon
129
Avantis US Large Cap Value ETF
AVLV
$18.2B
$626K 0.04%
9,594
+3,452
+56% +$234K
EMR icon
130
Emerson Electric
EMR
$88.3B
$616K 0.04%
5,619
+219
+4% +$26.4K
IYF icon
131
iShares US Financials ETF
IYF
$4.39B
$611K 0.04%
5,410
-330
-6% -$37.8K
IYH icon
132
iShares US Healthcare ETF
IYH
$3.71B
$610K 0.04%
10,010
-500
-5% -$30.6K
ROK icon
133
Rockwell Automation
ROK
$49B
$605K 0.04%
2,342
-41
-2% -$11.4K
ESML icon
134
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.92B
$591K 0.04%
15,382
-55
-0.4% -$2.29K
DGX icon
135
Quest Diagnostics
DGX
$26.3B
$585K 0.03%
3,460
-155
-4% -$25.5K
UPS icon
136
United Parcel Service
UPS
$88.9B
$583K 0.03%
5,305
-404
-7% -$48.3K
AXP icon
137
American Express
AXP
$230B
$579K 0.03%
2,151
-151
-7% -$44.6K
EEM icon
138
iShares MSCI Emerging Markets ETF
EEM
$30B
$577K 0.03%
13,195
-540
-4% -$23.5K
XLP icon
139
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$572K 0.03%
7,000
-375
-5% -$29.9K
SCHA icon
140
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$572K 0.03%
24,396
– –
CSCO icon
141
Cisco
CSCO
$479B
$570K 0.03%
9,236
-215
-2% -$13.2K
BAC icon
142
Bank of America
BAC
$442B
$563K 0.03%
13,496
-301
-2% -$13.4K
DHI icon
143
D.R. Horton
DHI
$42.3B
$551K 0.03%
4,338
-81
-2% -$10.9K
IBM icon
144
IBM
IBM
$224B
$549K 0.03%
2,206
+13
+0.6% +$3.18K
TSM icon
145
TSMC
TSM
$2.18T
$530K 0.03%
3,195
– –
SCHX icon
146
Schwab US Large- Cap ETF
SCHX
$74.6B
$530K 0.03%
23,990
– –
SPYM
147
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
$525K 0.03%
7,978
+1
+0% +$69
USB icon
148
US Bancorp
USB
$99.6B
$518K 0.03%
12,280
-593
-5% -$27.4K
CSX icon
149
CSX Corp
CSX
$93.1B
$514K 0.03%
17,450
+3,485
+25% +$111K
DHR icon
150
Danaher
DHR
$144B
$513K 0.03%
2,501
-24
-1% -$5.24K
4 5
6
7 8

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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.