AA

Acorns Advisers Portfolio holdings

AUM $12.7B
1-Year Est. Return 11.84%
This Quarter Est. Return
1 Year Est. Return
+11.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.7B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$90.9M
2
+$78.7M
3
+$42.6M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$38.8M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$37.5M

Top Sells

1
+$345K

Sector Composition

1 Technology 0.34%
2 Consumer Discretionary 0.18%
3 Communication Services 0.06%
4 Industrials 0.04%
5 Financials 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BLK icon
51
Blackrock
BLK
$161B
$683K 0.01%
586
+88
UNH icon
52
UnitedHealth
UNH
$294B
$661K 0.01%
1,915
+741
CAT icon
53
Caterpillar
CAT
$273B
$637K 0.01%
1,334
+139
JPM icon
54
JPMorgan Chase
JPM
$838B
$591K ﹤0.01%
1,874
+282
BA icon
55
Boeing
BA
$156B
$564K ﹤0.01%
2,614
+192
MCD icon
56
McDonald's
MCD
$214B
$547K ﹤0.01%
1,799
+228
XLV icon
57
State Street Health Care Select Sector SPDR ETF
XLV
$40.1B
$543K ﹤0.01%
3,902
+705
DIS icon
58
Walt Disney
DIS
$187B
$523K ﹤0.01%
4,566
+414
SBUX icon
59
Starbucks
SBUX
$96.9B
$516K ﹤0.01%
6,096
+1,148
NKE icon
60
Nike
NKE
$96B
$472K ﹤0.01%
6,770
+193
IBM icon
61
IBM
IBM
$282B
$465K ﹤0.01%
1,647
+332
AMT icon
62
American Tower
AMT
$82.3B
$426K ﹤0.01%
2,214
+468
PLD icon
63
Prologis
PLD
$120B
$426K ﹤0.01%
3,718
+385
JNJ icon
64
Johnson & Johnson
JNJ
$495B
$415K ﹤0.01%
2,239
+212
V icon
65
Visa
V
$636B
$412K ﹤0.01%
1,207
+173
XLU icon
66
State Street Utilities Select Sector SPDR ETF
XLU
$21.7B
$405K ﹤0.01%
4,646
+1,088
PFE icon
67
Pfizer
PFE
$143B
$369K ﹤0.01%
14,492
+1,989
DUK icon
68
Duke Energy
DUK
$93.1B
$366K ﹤0.01%
2,955
+490
AXP icon
69
American Express
AXP
$248B
$355K ﹤0.01%
1,070
+104
XLI icon
70
State Street Industrial Select Sector SPDR ETF
XLI
$24.1B
$354K ﹤0.01%
2,297
+518
SPGI icon
71
S&P Global
SPGI
$149B
$344K ﹤0.01%
706
+123
XLC icon
72
State Street Communication Services Select Sector SPDR ETF
XLC
$26.2B
$334K ﹤0.01%
2,823
+331
T icon
73
AT&T
T
$181B
$316K ﹤0.01%
11,191
+1,138
UPS icon
74
United Parcel Service
UPS
$81.1B
$313K ﹤0.01%
3,749
+930
SO icon
75
Southern Company
SO
$98B
$310K ﹤0.01%
3,271
+586
1 2
3
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