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
$10.4B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1 +$154M
2 +$27.6M
3 +$26.7M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$15.3M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$10.8M

Top Sells

1 +$22.7M
2 +$3.22M
3 +$202K
4
V icon
Visa
V
+$7.37K

Sector Composition

1 Technology 0.21%
2 Consumer Discretionary 0.12%
3 Communication Services 0.04%
4 Financials 0.03%
5 Consumer Staples 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LMT icon
51
Lockheed Martin
LMT
$116B
$391K ﹤0.01%
876
+171
MCD icon
52
McDonald's
MCD
$220B
$381K ﹤0.01%
1,219
+153
JPM icon
53
JPMorgan Chase
JPM
$810B
$379K ﹤0.01%
1,547
+100
ORCL icon
54
Oracle
ORCL
$830B
$379K ﹤0.01%
2,710
+1,051
XLV icon
55
Health Care Select Sector SPDR Fund
XLV
$35.3B
$370K ﹤0.01%
2,531
+318
SBUX icon
56
Starbucks
SBUX
$97B
$360K ﹤0.01%
3,670
+290
BA icon
57
Boeing
BA
$161B
$357K ﹤0.01%
2,093
+329
CAT icon
58
Caterpillar
CAT
$247B
$333K ﹤0.01%
1,009
+212
V icon
59
Visa
V
$664B
$315K ﹤0.01%
898
-21
NKE icon
60
Nike
NKE
$99.6B
$308K ﹤0.01%
4,846
+1,369
AMT icon
61
American Tower
AMT
$89.6B
$305K ﹤0.01%
1,401
+289
UNH icon
62
UnitedHealth
UNH
$323B
$286K ﹤0.01%
547
+79
IBM icon
63
IBM
IBM
$262B
$281K ﹤0.01%
1,131
+222
T icon
64
AT&T
T
$188B
$281K ﹤0.01%
9,936
+404
PLD icon
65
Prologis
PLD
$115B
$275K ﹤0.01%
2,464
+479
JNJ icon
66
Johnson & Johnson
JNJ
$465B
$263K ﹤0.01%
+1,586
SPGI icon
67
S&P Global
SPGI
$144B
$250K ﹤0.01%
492
+80
PFE icon
68
Pfizer
PFE
$139B
$239K ﹤0.01%
9,416
+893
AXP icon
69
American Express
AXP
$239B
$236K ﹤0.01%
876
+117
CRM icon
70
Salesforce
CRM
$231B
$233K ﹤0.01%
869
+189
UPS icon
71
United Parcel Service
UPS
$73.2B
$230K ﹤0.01%
2,087
+458
XLU icon
72
Utilities Select Sector SPDR Fund
XLU
$22.5B
$220K ﹤0.01%
+2,785
DUK icon
73
Duke Energy
DUK
$99.9B
$218K ﹤0.01%
+1,785