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
276
$249K ﹤0.01%
+3,634
277
$245K ﹤0.01%
1,729
-1,643
278
$245K ﹤0.01%
3,967
-128
279
$244K ﹤0.01%
3,410
-1,482
280
$243K ﹤0.01%
6,974
+782
281
$241K ﹤0.01%
+4,798
282
$239K ﹤0.01%
5,072
-974
283
$239K ﹤0.01%
10,608
-1,290
284
$235K ﹤0.01%
+5,630
285
$235K ﹤0.01%
2,347
+24
286
$230K ﹤0.01%
3,318
+209
287
$228K ﹤0.01%
+4,677
288
$228K ﹤0.01%
2,246
+65
289
$225K ﹤0.01%
8,608
-862
290
$224K ﹤0.01%
+711
291
$223K ﹤0.01%
7,652
-58
292
$221K ﹤0.01%
3,755
+154
293
$217K ﹤0.01%
+2,452
294
$216K ﹤0.01%
4,766
-23
295
$215K ﹤0.01%
+2,352
296
$210K ﹤0.01%
+6,827
297
– –
-6,844
298
– –
-4,029
299
– –
-974
300
– –
-4,527
9 10 11
12
13