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
$32.1B
AUM Growth
+$2.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$320M
2
+$184M
3
+$121M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$107M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$78.3M

Top Sells

1
+$79.1M
2
+$44.7M
3
+$18.4M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$15.7M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$5.8M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$171M 0.53%
980,661
+126,395
27
$166M 0.52%
6,795,519
-223,197
28
$131M 0.41%
1,543,434
-37,675
29
$129M 0.4%
1,659,251
+319,789
30
$115M 0.36%
3,254,961
+522,683
31
$88.1M 0.27%
562,470
-14,080
32
$78M 0.24%
1,987,908
+128,211
33
$71.1M 0.22%
1,787,499
+296,330
34
$65.2M 0.2%
701,666
-62,409
35
$53.1M 0.17%
121,712
+10,930
36
$48.3M 0.15%
150,546
+3,588
37
$40.7M 0.13%
750,306
+127,957
38
$36.4M 0.11%
867,856
+121,088
39
$35.5M 0.11%
846,389
+99,850
40
$34.5M 0.11%
518,209
+68,687
41
$28.2M 0.09%
504,189
+225,670
42
$27.1M 0.08%
255,445
-14,317
43
$22.2M 0.07%
607,186
+155,018
44
$21.9M 0.07%
404,520
+58,072
45
$21.3M 0.07%
574,921
+116,072
46
$21.3M 0.07%
241,889
+7,474
47
$19.5M 0.06%
241,143
+4,614
48
$18.8M 0.06%
142,082
+2,139
49
$18M 0.06%
79,765
+5,082
50
$17.8M 0.06%
428,499
+114,610
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