AA

Acorns Advisers Portfolio holdings

AUM $11.7B
1-Year Est. Return 11.33%
This Quarter Est. Return
1 Year Est. Return
+11.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.7B
AUM Growth
+$1.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$227M
2 +$88M
3 +$84.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$50.4M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$16.9M

Top Sells

1 +$74.3M
2 +$35.2M
3 +$3.93M
4
MBB icon
iShares MBS ETF
MBB
+$3.86M
5
SUSC icon
iShares ESG Aware USD Corporate Bond ETF
SUSC
+$3.25M

Sector Composition

1 Technology 0.28%
2 Consumer Discretionary 0.15%
3 Communication Services 0.05%
4 Financials 0.03%
5 Industrials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DIS icon
51
Walt Disney
DIS
$199B
$515K ﹤0.01%
4,152
+194
BA icon
52
Boeing
BA
$161B
$507K ﹤0.01%
2,422
+329
LMT icon
53
Lockheed Martin
LMT
$116B
$505K ﹤0.01%
1,090
+214
NKE icon
54
Nike
NKE
$99.6B
$467K ﹤0.01%
6,577
+1,731
CAT icon
55
Caterpillar
CAT
$247B
$464K ﹤0.01%
1,195
+186
JPM icon
56
JPMorgan Chase
JPM
$810B
$462K ﹤0.01%
1,592
+45
MCD icon
57
McDonald's
MCD
$220B
$459K ﹤0.01%
1,571
+352
SBUX icon
58
Starbucks
SBUX
$97B
$453K ﹤0.01%
4,948
+1,278
XLV icon
59
Health Care Select Sector SPDR Fund
XLV
$35.3B
$431K ﹤0.01%
3,197
+666
IBM icon
60
IBM
IBM
$262B
$388K ﹤0.01%
1,315
+184
AMT icon
61
American Tower
AMT
$89.6B
$386K ﹤0.01%
1,746
+345
V icon
62
Visa
V
$664B
$367K ﹤0.01%
1,034
+136
UNH icon
63
UnitedHealth
UNH
$323B
$366K ﹤0.01%
1,174
+627
PLD icon
64
Prologis
PLD
$115B
$350K ﹤0.01%
3,333
+869
JNJ icon
65
Johnson & Johnson
JNJ
$465B
$310K ﹤0.01%
2,027
+441
AXP icon
66
American Express
AXP
$241B
$308K ﹤0.01%
966
+90
SPGI icon
67
S&P Global
SPGI
$144B
$307K ﹤0.01%
583
+91
PFE icon
68
Pfizer
PFE
$139B
$303K ﹤0.01%
12,503
+3,087
DUK icon
69
Duke Energy
DUK
$99.9B
$291K ﹤0.01%
2,465
+680
T icon
70
AT&T
T
$188B
$291K ﹤0.01%
10,053
+117
XLU icon
71
Utilities Select Sector SPDR Fund
XLU
$22.5B
$291K ﹤0.01%
3,558
+773
CRM icon
72
Salesforce
CRM
$231B
$290K ﹤0.01%
1,062
+193
UPS icon
73
United Parcel Service
UPS
$73.2B
$285K ﹤0.01%
2,819
+732
XLC icon
74
The Communication Services Select Sector SPDR Fund
XLC
$27.5B
$270K ﹤0.01%
+2,492
XLI icon
75
Industrial Select Sector SPDR Fund
XLI
$23.4B
$262K ﹤0.01%
+1,779