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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
VOO icon
1
Vanguard S&P 500 ETF
VOO
$966B
$323M 16.42%
569,077
+32,268
+6% +$19M
BND icon
2
Vanguard Total Bond Market
BND
$158B
$164M 8.36%
2,233,448
+83,304
+4% +$6.13M
VEA icon
3
Vanguard FTSE Developed Markets ETF
VEA
$224B
$158M 8.02%
2,770,339
+166,847
+6% +$9.72M
VGSH icon
4
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$114M 5.8%
1,941,060
+62,114
+3% +$3.64M
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$109B
$107M 5.44%
979,780
+57,755
+6% +$6.64M
IGIB icon
6
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$105M 5.33%
1,966,925
+85,851
+5% +$4.59M
IJH icon
7
iShares Core S&P Mid-Cap ETF
IJH
$123B
$105M 5.32%
1,689,031
+115,031
+7% +$7.39M
VMBS icon
8
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$80.3M 4.08%
1,732,187
+73,214
+4% +$3.4M
SMLF icon
9
iShares US Small Cap Equity Factor ETF
SMLF
$4.08B
$62.2M 3.16%
915,251
+44,367
+5% +$3.17M
VWO icon
10
Vanguard FTSE Emerging Markets ETF
VWO
$118B
$49.4M 2.51%
998,808
+57,251
+6% +$2.95M
VV icon
11
Vanguard Large-Cap ETF
VV
$51.7B
$48.9M 2.48%
171,400
+5,212
+3% +$1.54M
IEFA icon
12
iShares Core MSCI EAFE ETF
IEFA
$186B
$40.1M 2.04%
480,486
+50,148
+12% +$4.26M
MTUM icon
13
iShares MSCI USA Momentum Factor ETF
MTUM
$24.2B
$32.4M 1.64%
134,659
+5,813
+5% +$1.42M
IMTM icon
14
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.02B
$28.7M 1.46%
629,086
+27,607
+5% +$1.28M
DFLV icon
15
Dimensional US Large Cap Value ETF
DFLV
$6.88B
$24.7M 1.25%
796,249
+41,132
+5% +$1.32M
DFIV icon
16
Dimensional International Value ETF
DFIV
$20.8B
$22M 1.12%
513,890
+26,885
+6% +$1.2M
MSFT icon
17
Microsoft
MSFT
$2.91T
$20.7M 1.05%
41,627
+21,875
+111% +$11.2M
AAPL icon
18
Apple
AAPL
$4.97T
$19.6M 1%
95,577
+16,219
+20% +$3.66M
IVV icon
19
iShares Core S&P 500 ETF
IVV
$866B
$17.8M 0.9%
28,648
+983
+4% +$633K
IVW icon
20
iShares S&P 500 Growth ETF
IVW
$71.2B
$17.5M 0.89%
158,497
+3,492
+2% +$402K
VB icon
21
Vanguard Small-Cap ETF
VB
$79.7B
$16.7M 0.85%
70,475
+2,485
+4% +$616K
AVUS icon
22
Avantis US Equity ETF
AVUS
$13.9B
$16.1M 0.82%
160,136
+2,290
+1% +$240K
LRGF icon
23
iShares US Equity Factor ETF
LRGF
$3.53B
$14.9M 0.76%
231,813
+1,953
+0.8% +$130K
VO icon
24
Vanguard Mid-Cap ETF
VO
$106B
$13M 0.66%
185,384
+7,368
+4% +$529K
PG icon
25
Procter & Gamble
PG
$356B
$10.6M 0.54%
66,504
+62,941
+1,767% +$9.83M
1
2 3 4 5

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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.