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ACROPOLIS INVESTMENT MANAGEMENT, LLC

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ST. LOUIS MO Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Acropolis Investment Management is based out of St. Louis. Acropolis Investment Management is a large advisory firm with 1096 clients and discretionary assets under management (AUM) of $1,715,617,673 (Form ADV from 2023-03-30). Their last reported 13F filing for Q4 2023 included $1,434,889,472 in managed 13F securities and a top 10 holdings concentration of 65.88%. Acropolis Investment Management's largest holding is VANGUARD 500 INDEX FUND-ETF Shares with shares held of 536,294. Whalewisdom has at least 76 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

2023-12-31

13F Activity

Market Value $1.43b, Prior: $1.29b
New Purchases 14 stocks
Added To 97 stocks
Sold out of 6 stocks
Reduced holdings in 122 stocks
Top 10 Holdings % 65.88%
Turnover %[1] 7.09%
Turnover Alt %[2] 0.78%
Time Held Top 20 27.15 quarters
Time Held Top 10 32.6 quarters
Time Held All 25.28 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance