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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
AVGO icon
151
Broadcom
AVGO
$2.04T
$513K 0.03%
3,061
+54
+2% +$11.4K
DG icon
152
Dollar General
DG
$27.9B
$499K 0.03%
5,679
+386
+7% +$29.2K
CDW icon
153
CDW
CDW
$17B
$497K 0.03%
3,100
-146
-4% -$26.5K
COF icon
154
Capital One
COF
$134B
$489K 0.03%
2,728
-105
-4% -$19.8K
ISRG icon
155
Intuitive Surgical
ISRG
$134B
$488K 0.03%
986
+1
+0.1% +$553
GOOG icon
156
Alphabet (Google) Class C
GOOG
$4.32T
$485K 0.03%
3,105
+190
+7% +$34.8K
SCHE icon
157
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$462K 0.03%
16,774
– –
BA icon
158
Boeing
BA
$185B
$462K 0.03%
2,711
+43
+2% +$7.44K
KO icon
159
Coca-Cola
KO
$375B
$455K 0.03%
6,357
+44
+0.7% +$2.94K
SDY icon
160
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$451K 0.03%
3,322
– –
SBUX icon
161
Starbucks
SBUX
$120B
$450K 0.03%
4,592
-3
-0.1% -$310
AEE icon
162
Ameren
AEE
$30.1B
$440K 0.03%
4,380
+9
+0.2% +$867
PM icon
163
Philip Morris
PM
$295B
$437K 0.03%
2,750
+138
+5% +$19.5K
XLI icon
164
State Street Industrial Select Sector SPDR ETF
XLI
$34.6B
$431K 0.03%
3,289
+1
+0% +$135
ABT icon
165
Abbott
ABT
$187B
$427K 0.03%
3,221
-457
-12% -$58.2K
JVAL icon
166
JPMorgan US Value Factor ETF
JVAL
$865M
$418K 0.02%
10,090
+4,230
+72% +$184K
PFE icon
167
Pfizer
PFE
$153B
$397K 0.02%
15,668
+1,650
+12% +$43.2K
SCHM icon
168
Schwab US Mid-Cap ETF
SCHM
$15.1B
$393K 0.02%
14,997
– –
SPTS icon
169
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.11B
$385K 0.02%
13,150
– –
CEG icon
170
Constellation Energy
CEG
$95.6B
$383K 0.02%
1,898
+3
+0.2% +$804
ADBE icon
171
Adobe
ADBE
$105B
$365K 0.02%
951
-44
-4% -$18.9K
TSCO icon
172
Tractor Supply
TSCO
$18B
$363K 0.02%
6,588
-1,497
-19% -$81.9K
VGT icon
173
Vanguard Information Technology ETF
VGT
$149B
$358K 0.02%
5,280
– –
CPRT icon
174
Copart
CPRT
$27.5B
$353K 0.02%
6,237
-103
-2% -$5.8K
VOT icon
175
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.8B
$346K 0.02%
1,415
+2
+0.1% +$520
5 6
7
8 9

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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.