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
$2.33B
AUM Growth
+$600M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$79.6M
3
+$75.8M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$61.2M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$55.4M

Top Sells

1
+$8.72M
2
+$996K
3
+$86.7K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 0.07%
108,465
+49,302
27
$1.45M 0.06%
26,456
+1,464
28
$1.37M 0.06%
+54,042
29
$1.28M 0.05%
6,161
+3,860
30
$1.25M 0.05%
26,520
+11,768
31
$1.19M 0.05%
30,072
+14,684
32
$390K 0.02%
6,620
+2,496
33
$367K 0.02%
5,692
+2,308
34
$367K 0.02%
+6,766
35
$200K 0.01%
+5,895
36
– –
-78,261
1
2