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
$32.3B
AUM Growth
+$1.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$75M
3
+$55.1M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$48.7M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$41.2M

Top Sells

1
+$309M
2
+$44.3M
3
+$40.1M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$26.7M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$19.8M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$217K ﹤0.01%
6,192
+32
277
$210K ﹤0.01%
+9,148
278
$209K ﹤0.01%
857
-1,021
279
$203K ﹤0.01%
+4,029
280
$202K ﹤0.01%
+974
281
$202K ﹤0.01%
+825
282
– –
-36,284
283
– –
-4,195
284
– –
-62,204
285
– –
-87,912
286
– –
-2,533
287
– –
-96,991
288
– –
-10,500
289
– –
-5,928
290
– –
-23,000
291
– –
-1,992
8 9 10 11
12