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
$29.9B
AUM Growth
+$558M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$151M
3
+$142M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$99.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$82.9M

Top Sells

1
+$109M
2
+$22.9M
3
+$16.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$15.4M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$7.29M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$158M 0.53%
7,018,716
-214,374
27
$140M 0.47%
854,266
+162,403
28
$135M 0.45%
1,581,109
-40,787
29
$105M 0.35%
1,339,462
+3,697
30
$93.4M 0.31%
2,732,278
+413,993
31
$83.8M 0.28%
576,550
-13,317
32
$65.9M 0.22%
1,859,697
+224,859
33
$63.6M 0.21%
764,075
-87,627
34
$61.8M 0.21%
1,491,169
+201,475
35
$43.7M 0.15%
110,782
+6,047
36
$42.6M 0.14%
146,958
+10,651
37
$34.1M 0.11%
622,349
+125,801
38
$30.9M 0.1%
746,768
+160,894
39
$29.1M 0.1%
746,539
+369,594
40
$28.3M 0.09%
449,522
+34,928
41
$25.9M 0.09%
269,762
-17,844
42
$19.4M 0.06%
236,529
+30,157
43
$18.8M 0.06%
346,448
+60,855
44
$18.8M 0.06%
234,415
-14,894
45
$18.6M 0.06%
139,943
+1,965
46
$17M 0.06%
458,849
+65,675
47
$16.9M 0.06%
452,168
+95,708
48
$16.3M 0.05%
74,683
+11,999
49
$15.9M 0.05%
544,678
+2,868
50
$15.9M 0.05%
257,870
-55,701
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