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
$31.6B
AUM Growth
-$701M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$101M
3
+$52.6M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$47.5M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$42.7M

Top Sells

1
+$43.9M
2
+$30.9M
3
+$24.1M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$14.2M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$10.3M

Sector Composition

1 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$413K ﹤0.01%
2,123
+254
227
$411K ﹤0.01%
2,327
+800
228
$410K ﹤0.01%
8,524
+42
229
$408K ﹤0.01%
12,028
+656
230
$406K ﹤0.01%
19,084
+1,265
231
$403K ﹤0.01%
4,245
+631
232
$402K ﹤0.01%
4,426
+59
233
$396K ﹤0.01%
7,401
+465
234
$395K ﹤0.01%
16,728
+467
235
$388K ﹤0.01%
+19,071
236
$385K ﹤0.01%
10,494
-1,183
237
$381K ﹤0.01%
6,666
+101
238
$374K ﹤0.01%
+4,189
239
$373K ﹤0.01%
+7,098
240
$370K ﹤0.01%
15,564
+4,159
241
$370K ﹤0.01%
10,916
+152
242
$365K ﹤0.01%
1,555
+698
243
$364K ﹤0.01%
8,360
+517
244
$361K ﹤0.01%
11,476
-1,473
245
$361K ﹤0.01%
13,796
+5,625
246
$357K ﹤0.01%
10,303
-145
247
$355K ﹤0.01%
10,421
+1,664
248
$352K ﹤0.01%
+18,876
249
$351K ﹤0.01%
+4,628
250
$344K ﹤0.01%
14,012
+279
8 9
10
11 12