AA
Acorns Advisers Portfolio holdings
AUM
$11.7B
This Quarter Return
-3.71%
1 Year Return
+11.33%
3 Year Return
+40.83%
5 Year Return
+56.86%
10 Year Return
–
AUM
$7.27B
AUM Growth
+$7.27B
(-1.5%)
Cap. Flow
+$167M
Cap. Flow
% of AUM
2.3%
Top 10 Holdings %
Top 10 Hldgs %
95.68%
Holding
28
New
4
Increased
24
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$59.5M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$39.4M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$24.8M |
| 4 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$11.8M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$5.02M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.02% |
| 2 | Consumer Discretionary | 0.02% |
| 3 | Financials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Amazon
AMZN
$2.44T
| $468K | 0.01% |
+3,678
| New | +$468K |
|
27
Microsoft
MSFT
$3.77T
| $296K | ﹤0.01% |
+936
| New | +$296K |
|
28
Berkshire Hathaway Class B
BRK.B
$1.09T
| $232K | ﹤0.01% |
+663
| New | +$232K |
|