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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
MU icon
151
Micron Technology
MU
$991B
$664K 0.03%
5,384
+1,788
+50% +$229K
DGX icon
152
Quest Diagnostics
DGX
$26.3B
$621K 0.03%
3,456
-8
-0.2% -$1.42K
DFAC icon
153
Dimensional US Core Equity 2 ETF
DFAC
$49.6B
$618K 0.03%
+17,233
New +$643K
SCHA icon
154
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$617K 0.03%
24,396
– –
AMAT icon
155
Applied Materials
AMAT
$428B
$616K 0.03%
3,363
-2,258
-40% -$410K
CSX icon
156
CSX Corp
CSX
$93.1B
$615K 0.03%
18,836
+688
+4% +$23.5K
BAH icon
157
Booz Allen Hamilton
BAH
$9.15B
$604K 0.03%
5,797
+3,329
+135% +$356K
COF icon
158
Capital One
COF
$134B
$588K 0.03%
2,766
-33
-1% -$7.22K
SCHX icon
159
Schwab US Large- Cap ETF
SCHX
$74.6B
$586K 0.03%
23,990
– –
VGT icon
160
Vanguard Information Technology ETF
VGT
$149B
$585K 0.03%
7,056
+1,776
+34% +$155K
EOG icon
161
EOG Resources
EOG
$70.7B
$582K 0.03%
4,866
+665
+16% +$79.3K
SPYM
162
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
$580K 0.03%
7,979
– –
BUSE icon
163
First Busey Corp
BUSE
$2.56B
$580K 0.03%
+25,333
New +$604K
IWC icon
164
iShares Micro-Cap ETF
IWC
$1.5B
$575K 0.03%
+4,502
New +$625K
TGT icon
165
Target
TGT
$68B
$574K 0.03%
5,820
+302
+5% +$29.7K
UPS icon
166
United Parcel Service
UPS
$88.9B
$559K 0.03%
5,533
+869
+19% +$78.7K
GE icon
167
GE Aerospace
GE
$384B
$539K 0.03%
2,096
+829
+65% +$227K
IYH icon
168
iShares US Healthcare ETF
IYH
$3.71B
$528K 0.03%
9,345
+500
+6% +$28.5K
INTU icon
169
Intuit
INTU
$89B
$527K 0.03%
669
+226
+51% +$163K
ISRG icon
170
Intuitive Surgical
ISRG
$134B
$519K 0.03%
955
-25
-3% -$12K
CDW icon
171
CDW
CDW
$17B
$502K 0.03%
2,809
+46
+2% +$7.82K
XLI icon
172
State Street Industrial Select Sector SPDR ETF
XLI
$34.6B
$500K 0.03%
3,392
– –
SCHE icon
173
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$498K 0.03%
16,512
– –
EAGG icon
174
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.98B
$481K 0.02%
10,120
+4,790
+90% +$228K
ADBE icon
175
Adobe
ADBE
$105B
$472K 0.02%
1,221
+32
+3% +$11.5K
5 6
7
8 9

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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.