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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
AMGN icon
176
Amgen
AMGN
$222B
$342K 0.02%
1,097
+79
+8% +$23.3K
NOC icon
177
Northrop Grumman
NOC
$81.2B
$340K 0.02%
664
-110
-14% -$52.5K
NUSC icon
178
Nuveen ESG Small-Cap ETF
NUSC
$1.33B
$334K 0.02%
8,700
– –
J icon
179
Jacobs Solutions
J
$17B
$330K 0.02%
2,753
– –
TXN icon
180
Texas Instruments
TXN
$261B
$328K 0.02%
1,823
-205
-10% -$38.4K
SCHV
181
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$317K 0.02%
11,934
– –
MNST icon
182
Monster Beverage
MNST
$88.5B
$312K 0.02%
5,325
-2,739
-34% -$143K
PH icon
183
Parker-Hannifin
PH
$135B
$311K 0.02%
511
+2
+0.4% +$1.31K
MU icon
184
Micron Technology
MU
$991B
$310K 0.02%
3,569
+18
+0.5% +$1.73K
VIG icon
185
Vanguard Dividend Appreciation ETF
VIG
$114B
$308K 0.02%
1,587
+1
+0.1% +$199
IGSB icon
186
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$305K 0.02%
5,827
-1,623
-22% -$84.4K
NFLX icon
187
Netflix
NFLX
$309B
$305K 0.02%
3,270
+300
+10% +$28.5K
SPMB icon
188
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$7.06B
$302K 0.02%
13,695
– –
SPIB icon
189
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$300K 0.02%
9,020
– –
SCHD icon
190
Schwab US Dividend Equity ETF
SCHD
$106B
$292K 0.02%
10,459
– –
SUSA icon
191
iShares ESG Optimized MSCI USA ETF
SUSA
$4.17B
$292K 0.02%
2,540
– –
IHI icon
192
iShares US Medical Devices ETF
IHI
$3.37B
$289K 0.02%
4,800
– –
VFH icon
193
Vanguard Financials ETF
VFH
$13.8B
$285K 0.02%
2,387
+4
+0.2% +$487
VLO icon
194
Valero Energy
VLO
$85.9B
$284K 0.02%
2,149
+8
+0.4% +$1.06K
AOA icon
195
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.28B
$278K 0.02%
3,632
-143
-4% -$11.1K
SYY icon
196
Sysco
SYY
$40.3B
$271K 0.02%
3,609
+55
+2% +$4.03K
VEU icon
197
Vanguard FTSE All-World ex-US ETF
VEU
$70.2B
$271K 0.02%
4,464
+29
+0.7% +$1.75K
INTU icon
198
Intuit
INTU
$89B
$262K 0.02%
426
+3
+0.7% +$1.8K
UHS icon
199
Universal Health Services
UHS
$10.5B
$259K 0.02%
1,380
-75
-5% -$13.7K
FTNT icon
200
Fortinet
FTNT
$117B
$259K 0.02%
2,689
-33
-1% -$3.35K
6 7
8
9 10

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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.