Betterment LLC

Betterment LLC Portfolio holdings

AUM $52.5B
1-Year Est. Return 15.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.93%
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
+$276M
2
+$215M
3
+$182M
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
+$95M

Top Sells

1
+$249M
2
+$81.4M
3
+$60.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$23.1M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$21.4M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$191K ﹤0.01%
+10,586
252
$188K ﹤0.01%
18,007
+7,045
253
– –
-297,020
254
– –
-19,761
255
– –
-22,996
256
– –
-8,342
257
– –
-26,204
258
– –
-29,496
259
– –
-4,970
7 8 9 10
11