Betterment LLC

Betterment LLC Portfolio holdings

AUM $50.6B
1-Year Est. Return 11.02%
This Quarter Est. Return
1 Year Est. Return
+11.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.2B
AUM Growth
+$1.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$280M
2
+$220M
3
+$191M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$118M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$94.8M

Top Sells

1
+$253M
2
+$79.8M
3
+$60.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$23.8M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$21M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$288K ﹤0.01%
9,889
+72
227
$276K ﹤0.01%
+11,442
228
$273K ﹤0.01%
+12,456
229
$272K ﹤0.01%
1,944
-122
230
$269K ﹤0.01%
+1,540
231
$264K ﹤0.01%
+5,277
232
$263K ﹤0.01%
10,066
-258
233
$254K ﹤0.01%
10,017
+1,254
234
$253K ﹤0.01%
+9,132
235
$244K ﹤0.01%
1,161
-1,915
236
$242K ﹤0.01%
+9,733
237
$238K ﹤0.01%
4,108
-691
238
$238K ﹤0.01%
+3,630
239
$230K ﹤0.01%
+9,276
240
$229K ﹤0.01%
+9,261
241
$224K ﹤0.01%
+5,458
242
$222K ﹤0.01%
+7,288
243
$219K ﹤0.01%
+5,937
244
$216K ﹤0.01%
+7,171
245
$211K ﹤0.01%
+7,314
246
$210K ﹤0.01%
+1,742
247
$210K ﹤0.01%
3,678
-150
248
$205K ﹤0.01%
+7,954
249
$205K ﹤0.01%
+4,153
250
$203K ﹤0.01%
+3,012
7 8 9
10
11