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
$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
$205B
$515K ﹤0.01%
4,152
+194
BA icon
52
Boeing
BA
$172B
$507K ﹤0.01%
2,422
+329
LMT icon
53
Lockheed Martin
LMT
$113B
$505K ﹤0.01%
1,090
+214
NKE icon
54
Nike
NKE
$90.5B
$467K ﹤0.01%
6,577
+1,731
CAT icon
55
Caterpillar
CAT
$270B
$464K ﹤0.01%
1,195
+186
JPM icon
56
JPMorgan Chase
JPM
$881B
$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
State Street Health Care Select Sector SPDR ETF
XLV
$40B
$431K ﹤0.01%
3,197
+666
IBM icon
60
IBM
IBM
$284B
$388K ﹤0.01%
1,315
+184
AMT icon
61
American Tower
AMT
$82.5B
$386K ﹤0.01%
1,746
+345
V icon
62
Visa
V
$682B
$367K ﹤0.01%
1,034
+136
UNH icon
63
UnitedHealth
UNH
$301B
$366K ﹤0.01%
1,174
+627
PLD icon
64
Prologis
PLD
$119B
$350K ﹤0.01%
3,333
+869
JNJ icon
65
Johnson & Johnson
JNJ
$499B
$310K ﹤0.01%
2,027
+441
AXP icon
66
American Express
AXP
$258B
$308K ﹤0.01%
966
+90
SPGI icon
67
S&P Global
SPGI
$160B
$307K ﹤0.01%
583
+91
PFE icon
68
Pfizer
PFE
$142B
$303K ﹤0.01%
12,503
+3,087
DUK icon
69
Duke Energy
DUK
$91.5B
$291K ﹤0.01%
2,465
+680
T icon
70
AT&T
T
$175B
$291K ﹤0.01%
10,053
+117
XLU icon
71
State Street Utilities Select Sector SPDR ETF
XLU
$21.9B
$291K ﹤0.01%
7,116
+1,546
CRM icon
72
Salesforce
CRM
$249B
$290K ﹤0.01%
1,062
+193
UPS icon
73
United Parcel Service
UPS
$84.7B
$285K ﹤0.01%
2,819
+732
XLC icon
74
State Street Communication Services Select Sector SPDR ETF
XLC
$27.2B
$270K ﹤0.01%
+2,492
XLI icon
75
State Street Industrial Select Sector SPDR ETF
XLI
$25.9B
$262K ﹤0.01%
+1,779
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