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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
PM icon
176
Philip Morris
PM
$295B
$458K 0.02%
2,512
+425
+20% +$71.5K
NFLX icon
177
Netflix
NFLX
$309B
$457K 0.02%
3,410
-170
-5% -$20.7K
KO icon
178
Coca-Cola
KO
$375B
$438K 0.02%
6,196
-98
-2% -$6.75K
GS icon
179
Goldman Sachs
GS
$303B
$438K 0.02%
619
+270
+77% +$200K
JVAL icon
180
JPMorgan US Value Factor ETF
JVAL
$865M
$437K 0.02%
9,885
+235
+2% +$10.8K
WFC icon
181
Wells Fargo
WFC
$264B
$435K 0.02%
+5,435
New +$441K
FAS icon
182
Direxion Daily Financial Bull 3x ETF
FAS
$2.42B
$430K 0.02%
+2,550
New +$437K
CRWD icon
183
CrowdStrike
CRWD
$218B
$428K 0.02%
3,364
+524
+18% +$59.6K
SBUX icon
184
Starbucks
SBUX
$120B
$423K 0.02%
4,615
-35
-0.8% -$3.13K
SPTS icon
185
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.11B
$422K 0.02%
14,400
– –
SCHM icon
186
Schwab US Mid-Cap ETF
SCHM
$15.1B
$421K 0.02%
14,997
– –
PFE icon
187
Pfizer
PFE
$153B
$418K 0.02%
17,239
+3,454
+25% +$85.3K
SDY icon
188
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$410K 0.02%
3,022
– –
CARR icon
189
Carrier Global
CARR
$52.8B
$408K 0.02%
5,573
+1,949
+54% +$132K
SCHW
190
Charles Schwab
SCHW
$187B
$407K 0.02%
+4,466
New +$424K
NOC icon
191
Northrop Grumman
NOC
$81.2B
$406K 0.02%
812
+144
+22% +$81.7K
VOT icon
192
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.8B
$405K 0.02%
1,423
– –
VIG icon
193
Vanguard Dividend Appreciation ETF
VIG
$114B
$402K 0.02%
1,965
+351
+22% +$73.7K
VFH icon
194
Vanguard Financials ETF
VFH
$13.8B
$397K 0.02%
3,121
+730
+31% +$94.5K
TXN icon
195
Texas Instruments
TXN
$261B
$388K 0.02%
1,871
-4
-0.2% -$782
ORCL icon
196
Oracle
ORCL
$423B
$387K 0.02%
1,768
-82
-4% -$20.9K
CRM icon
197
Salesforce
CRM
$158B
$384K 0.02%
+1,410
New +$356K
VEU icon
198
Vanguard FTSE All-World ex-US ETF
VEU
$70.2B
$384K 0.02%
5,715
+1,230
+27% +$84.9K
SCHD icon
199
Schwab US Dividend Equity ETF
SCHD
$106B
$380K 0.02%
14,333
+4,842
+51% +$132K
DIS icon
200
Walt Disney
DIS
$181B
$378K 0.02%
3,045
+742
+32% +$87.4K
6 7
8
9 10

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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.