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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
LYB icon
201
LyondellBasell Industries
LYB
$19.2B
$377K 0.02%
6,519
+430
+7% +$24.3K
OKE icon
202
Oneok
OKE
$54.5B
$373K 0.02%
4,570
+1,417
+45% +$109K
MNST icon
203
Monster Beverage
MNST
$88.5B
$367K 0.02%
5,863
+524
+10% +$32.7K
LEU icon
204
Centrus Energy
LEU
$3.82B
$366K 0.02%
2,000
+733
+58% +$162K
AMP icon
205
Ameriprise Financial
AMP
$48.8B
$359K 0.02%
+672
New +$344K
J icon
206
Jacobs Solutions
J
$17B
$358K 0.02%
2,726
– –
NUSC icon
207
Nuveen ESG Small-Cap ETF
NUSC
$1.33B
$354K 0.02%
8,700
– –
PH icon
208
Parker-Hannifin
PH
$135B
$353K 0.02%
505
-6
-1% -$4.43K
AMGN icon
209
Amgen
AMGN
$222B
$346K 0.02%
1,241
+175
+16% +$50.8K
TSCO icon
210
Tractor Supply
TSCO
$18B
$345K 0.02%
6,546
+545
+9% +$32.1K
ETN icon
211
Eaton
ETN
$174B
$340K 0.02%
953
+66
+7% +$24K
SMR icon
212
NuScale Power
SMR
$4.03B
$336K 0.02%
8,500
+3,222
+61% +$128K
VLUE icon
213
iShares MSCI USA Value Factor ETF
VLUE
$9.47B
$332K 0.02%
2,935
– –
IGSB icon
214
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$327K 0.02%
6,203
+541
+10% +$28.6K
OKLO
215
Oklo
OKLO
$8.42B
$322K 0.02%
5,757
+2,125
+59% +$166K
SUSA icon
216
iShares ESG Optimized MSCI USA ETF
SUSA
$4.17B
$322K 0.02%
2,540
– –
SPMB icon
217
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$7.06B
$320K 0.02%
14,495
– –
SPIB icon
218
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$319K 0.02%
9,500
– –
VLO icon
219
Valero Energy
VLO
$85.9B
$315K 0.02%
2,341
+192
+9% +$28.6K
CCJ icon
220
Cameco
CCJ
$42.4B
$308K 0.02%
4,144
+1,377
+50% +$107K
VOOG icon
221
Vanguard S&P 500 Growth ETF
VOOG
$27.3B
$305K 0.02%
4,620
– –
IHI icon
222
iShares US Medical Devices ETF
IHI
$3.37B
$301K 0.02%
4,800
– –
SO icon
223
Southern Company
SO
$107B
$297K 0.02%
3,232
+761
+31% +$71K
PSX icon
224
Phillips 66
PSX
$81.4B
$293K 0.01%
2,460
+474
+24% +$60.7K
AMD icon
225
Advanced Micro Devices
AMD
$789B
$293K 0.01%
2,063
+119
+6% +$19.2K
7 8
9
10 11

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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.