AA

Acorns Advisers Portfolio holdings

AUM $13.5B
1-Year Est. Return 15.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.5B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$266M
2
+$28.8M
3
+$16.1M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$13M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$12.8M

Top Sells

1
+$13.3M
2
+$1.55M
3
+$1.45M
4
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$368K
5
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$295K

Sector Composition

1 Technology 0.38%
2 Consumer Discretionary 0.19%
3 Communication Services 0.09%
4 Industrials 0.05%
5 Financials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
26
Amazon
AMZN
$2.73T
$9.35M 0.07%
44,897
+6,937
MSFT icon
27
Microsoft
MSFT
$3.21T
$5.38M 0.04%
14,543
+3,099
XLK icon
28
State Street Technology Select Sector SPDR ETF
XLK
$128B
$4.9M 0.04%
36,868
+4,509
META icon
29
Meta Platforms (Facebook)
META
$1.56T
$3.57M 0.03%
6,243
+1,263
AMD icon
30
Advanced Micro Devices
AMD
$877B
$3.27M 0.02%
16,077
+1,318
GOOG icon
31
Alphabet (Google) Class C
GOOG
$4.33T
$2.87M 0.02%
9,999
+1,167
GOOGL icon
32
Alphabet (Google) Class A
GOOGL
$4.38T
$2.7M 0.02%
9,379
+2,039
BRK.B icon
33
Berkshire Hathaway Class B
BRK.B
$1.02T
$2.54M 0.02%
5,309
+380
AVGO icon
34
Broadcom
AVGO
$2.29T
$2.34M 0.02%
7,550
+1,398
COST icon
35
Costco
COST
$428B
$2.18M 0.02%
2,189
+115
JEPI icon
36
JPMorgan Equity Premium Income ETF
JEPI
$44.1B
$2.13M 0.02%
37,522
+4,936
LLY icon
37
Eli Lilly
LLY
$965B
$2.11M 0.02%
2,296
+317
XOM icon
38
Exxon Mobil
XOM
$635B
$2.08M 0.02%
12,283
+1,421
CVX icon
39
Chevron
CVX
$379B
$1.87M 0.01%
9,053
+3,001
GEV icon
40
GE Vernova
GEV
$263B
$1.77M 0.01%
2,030
+74
XLE icon
41
State Street Energy Select Sector SPDR ETF
XLE
$40.2B
$1.69M 0.01%
27,553
+2,946
NFLX icon
42
Netflix
NFLX
$345B
$1.65M 0.01%
17,121
+4,228
WMT icon
43
Walmart Inc
WMT
$921B
$1.62M 0.01%
13,004
+1,001
INTC icon
44
Intel
INTC
$575B
$1.23M 0.01%
27,756
-1,857
KO icon
45
Coca-Cola
KO
$339B
$1.16M 0.01%
15,240
+2,457
ORCL icon
46
Oracle
ORCL
$672B
$1.16M 0.01%
7,862
+2,144
CAT icon
47
Caterpillar
CAT
$428B
$1.12M 0.01%
1,585
+133
LMT icon
48
Lockheed Martin
LMT
$120B
$1.1M 0.01%
1,815
+235
GE icon
49
GE Aerospace
GE
$327B
$1.05M 0.01%
3,715
+347
XLF icon
50
State Street Financial Select Sector SPDR ETF
XLF
$48.8B
$928K 0.01%
18,787
+2,925
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