AA

Acorns Advisers Portfolio holdings

AUM $13.3B
1-Year Est. Return 15.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.3B
AUM Growth
+$607M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$94.6M
3
+$63.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$35.2M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$27.4M

Top Sells

1
+$51K
2
+$16.3K
3
+$8.63K
4
ISRG icon
Intuitive Surgical
ISRG
+$2.66K
5
MRK icon
Merck
MRK
+$939

Sector Composition

1 Technology 0.37%
2 Consumer Discretionary 0.19%
3 Communication Services 0.08%
4 Financials 0.05%
5 Industrials 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
26
Amazon
AMZN
$2.33T
$8.76M 0.07%
37,960
+4,293
MSFT icon
27
Microsoft
MSFT
$3.01T
$5.54M 0.04%
11,444
+1,689
XLK icon
28
State Street Technology Select Sector SPDR ETF
XLK
$88.4B
$4.66M 0.04%
32,359
+5,149
META icon
29
Meta Platforms (Facebook)
META
$1.69T
$3.29M 0.02%
4,980
+1,306
AMD icon
30
Advanced Micro Devices
AMD
$329B
$3.16M 0.02%
14,759
+863
GOOG icon
31
Alphabet (Google) Class C
GOOG
$3.67T
$2.77M 0.02%
8,832
+438
BRK.B icon
32
Berkshire Hathaway Class B
BRK.B
$1.05T
$2.48M 0.02%
4,929
+648
GOOGL icon
33
Alphabet (Google) Class A
GOOGL
$3.67T
$2.3M 0.02%
7,340
+1,073
AVGO icon
34
Broadcom
AVGO
$1.51T
$2.13M 0.02%
6,152
+686
LLY icon
35
Eli Lilly
LLY
$896B
$2.13M 0.02%
1,979
-17
JEPI icon
36
JPMorgan Equity Premium Income ETF
JEPI
$44.3B
$1.86M 0.01%
32,586
+4,655
COST icon
37
Costco
COST
$447B
$1.79M 0.01%
2,074
+364
WMT icon
38
Walmart Inc
WMT
$1.02T
$1.34M 0.01%
12,003
+1,678
XOM icon
39
Exxon Mobil
XOM
$624B
$1.31M 0.01%
10,862
+737
GEV icon
40
GE Vernova
GEV
$227B
$1.28M 0.01%
1,956
+184
NFLX icon
41
Netflix
NFLX
$417B
$1.21M 0.01%
12,893
+4,373
ORCL icon
42
Oracle
ORCL
$438B
$1.11M 0.01%
5,718
+1,720
XLE icon
43
State Street Energy Select Sector SPDR ETF
XLE
$38.2B
$1.1M 0.01%
24,607
+3,251
INTC icon
44
Intel
INTC
$228B
$1.09M 0.01%
29,613
-1,351
GE icon
45
GE Aerospace
GE
$356B
$1.04M 0.01%
3,368
+341
CVX icon
46
Chevron
CVX
$368B
$922K 0.01%
6,052
+661
KO icon
47
Coca-Cola
KO
$336B
$894K 0.01%
12,783
+1,926
XLF icon
48
State Street Financial Select Sector SPDR ETF
XLF
$50.4B
$869K 0.01%
15,862
+2,092
CAT icon
49
Caterpillar
CAT
$341B
$832K 0.01%
1,452
+118
HD icon
50
Home Depot
HD
$367B
$795K 0.01%
2,311
+428
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