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
$4.9B
AUM Growth
+$881M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$205M
2
+$106M
3
+$101M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$69.1M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$56.2M

Top Sells

1
+$864K
2
+$802K
3
+$277K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.7M 0.1%
77,084
+6,160
27
$4.61M 0.09%
51,562
-3,093
28
$3.98M 0.08%
161,384
+1,555
29
$2.58M 0.05%
12,255
+3,046
30
$2.23M 0.05%
34,888
+5,464
31
$2.03M 0.04%
34,796
+4,928
32
$993K 0.02%
17,226
+556
33
$695K 0.01%
19,925
+1,907
34
$636K 0.01%
+5,634
35
$591K 0.01%
+14,815
36
$587K 0.01%
+8,210
37
$544K 0.01%
18,387
+2,090
38
$486K 0.01%
4,538
+233
39
$477K 0.01%
5,376
+1,378
40
$421K 0.01%
+3,825
41
$389K 0.01%
+6,016
42
$297K 0.01%
+6,666
43
$278K 0.01%
+1,899
44
$257K 0.01%
+1,852
45
$131K ﹤0.01%
2,609
+355
1
2