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
$15.2B
AUM Growth
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$617M
2
+$268M
3
+$168M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$126M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$108M

Top Sells

1
+$258M
2
+$192M
3
+$160M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$84.5M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$43.6M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.23M 0.02%
27,110
-4,766
52
$3.11M 0.02%
39,854
+2,945
53
$3.08M 0.02%
18,976
+232
54
$3.08M 0.02%
131,088
-5,134
55
$3.06M 0.02%
66,375
+4,077
56
$3.03M 0.02%
58,527
-24,141
57
$2.76M 0.02%
44,298
+8,453
58
$2.55M 0.02%
31,599
+2,142
59
$2.53M 0.02%
93,934
+7,136
60
$2.25M 0.01%
46,185
-10,100
61
$2.09M 0.01%
63,394
+29,032
62
$2.08M 0.01%
43,212
+9,962
63
$1.99M 0.01%
106,380
-7,842
64
$1.98M 0.01%
13,913
+1,148
65
$1.91M 0.01%
6,539
-826
66
$1.85M 0.01%
57,465
-1,957
67
$1.67M 0.01%
19,926
-6,470
68
$1.66M 0.01%
65,799
-4,816
69
$1.61M 0.01%
31,500
+2,564
70
$1.54M 0.01%
19,190
+1,177
71
$1.35M 0.01%
15,409
+450
72
$1.24M 0.01%
22,034
+1,148
73
$916K 0.01%
48,815
-3,258
74
$906K 0.01%
29,507
+921
75
$895K 0.01%
10,718
-6,526
1 2
3
4