AA
Acorns Advisers Portfolio holdings
AUM
$11.7B
This Quarter Return
+8.46%
1 Year Return
+11.33%
3 Year Return
+40.83%
5 Year Return
+56.86%
10 Year Return
–
AUM
$11.7B
AUM Growth
+$11.7B
(+12%)
Cap. Flow
+$378M
Cap. Flow
% of AUM
3.25%
Top 10 Holdings %
Top 10 Hldgs %
95.69%
Holding
85
New
12
Increased
66
Reduced
7
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$227M |
| 2 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$88M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$84.2M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$50.4M |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$16.9M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$74.3M |
| 2 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$35.2M |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
$3.93M |
| 4 |
iShares MBS ETF
MBB
|
$3.86M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Southern Company
SO
$102B
| $247K | ﹤0.01% |
+2,685
| New | +$247K |
|
77
NextEra Energy, Inc.
NEE
$148B
| $243K | ﹤0.01% |
+3,504
| New | +$243K |
|
78
Deere & Co
DE
$129B
| $236K | ﹤0.01% |
+465
| New | +$236K |
|
79
Qualcomm
QCOM
$173B
| $234K | ﹤0.01% |
+1,471
| New | +$234K |
|
80
AbbVie
ABBV
$372B
| $216K | ﹤0.01% |
+1,162
| New | +$216K |
|
81
Booking.com
BKNG
$181B
| $214K | ﹤0.01% |
+37
| New | +$214K |
|
82
ARK Genomic Revolution ETF
ARKG
$1.04B
| $211K | ﹤0.01% |
+8,677
| New | +$211K |
|
83
Intuitive Surgical
ISRG
$170B
| $208K | ﹤0.01% |
+383
| New | +$208K |
|
84
ServiceNow
NOW
$190B
| $208K | ﹤0.01% |
+202
| New | +$208K |
|
85
Adobe
ADBE
$151B
| $204K | ﹤0.01% |
+527
| New | +$204K |
|