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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
BAH icon
201
Booz Allen Hamilton
BAH
$9.15B
$258K 0.02%
2,465
-80
-3% -$9.64K
DFSV
202
Dimensional US Small Cap Value ETF
DFSV
$8.36B
$257K 0.02%
9,118
+335
+4% +$10.1K
UNP icon
203
Union Pacific
UNP
$174B
$256K 0.02%
1,085
-14
-1% -$3.37K
SPSM icon
204
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.5B
$255K 0.02%
6,258
– –
ORCL icon
205
Oracle
ORCL
$423B
$252K 0.01%
1,803
+116
+7% +$18.9K
PSX icon
206
Phillips 66
PSX
$81.4B
$252K 0.01%
2,038
-112
-5% -$13.8K
CRWD icon
207
CrowdStrike
CRWD
$218B
$250K 0.01%
2,840
-36
-1% -$3.43K
LUV icon
208
Southwest Airlines
LUV
$23B
$249K 0.01%
7,404
-12
-0.2% -$380
GE icon
209
GE Aerospace
GE
$384B
$244K 0.01%
1,218
+9
+0.7% +$1.77K
RSP icon
210
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$243K 0.01%
1,401
– –
ETN icon
211
Eaton
ETN
$174B
$240K 0.01%
883
+4
+0.5% +$1.25K
DIS icon
212
Walt Disney
DIS
$181B
$237K 0.01%
2,406
-91
-4% -$9.78K
EAGG icon
213
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.98B
$237K 0.01%
4,985
+80
+2% +$3.75K
VRTX icon
214
Vertex Pharmaceuticals
VRTX
$126B
$231K 0.01%
476
+3
+0.6% +$1.4K
CARR icon
215
Carrier Global
CARR
$52.8B
$231K 0.01%
3,639
-87
-2% -$5.78K
AME icon
216
Ametek
AME
$58.2B
$230K 0.01%
1,337
-258
-16% -$46.9K
XLV icon
217
State Street Health Care Select Sector SPDR ETF
XLV
$43.3B
$230K 0.01%
1,574
+394
+33% +$57.2K
EXC icon
218
Exelon
EXC
$47B
$227K 0.01%
4,923
-230
-4% -$9.61K
EFX icon
219
Equifax
EFX
$21.4B
$227K 0.01%
931
+2
+0.2% +$503
VYM icon
220
Vanguard High Dividend Yield ETF
VYM
$83.5B
$224K 0.01%
1,736
-866
-33% -$113K
IWV icon
221
iShares Russell 3000 ETF
IWV
$20.4B
$222K 0.01%
700
– –
FICO icon
222
Fair Isaac
FICO
$22.5B
$218K 0.01%
118
-79
-40% -$146K
ALL icon
223
Allstate
ALL
$67.5B
$217K 0.01%
1,048
-50
-5% -$9.74K
IWC icon
224
iShares Micro-Cap ETF
IWC
$1.5B
$216K 0.01%
1,950
– –
SPMD icon
225
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.9B
$215K 0.01%
4,208
+3
+0.1% +$164
7 8
9
10 11

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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.