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
$19.4B
AUM Growth
+$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$227M
2
+$219M
3
+$159M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$120M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$91.5M

Top Sells

1
+$355M
2
+$84.7M
3
+$50M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$13.6M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$12.3M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.36M 0.02%
66,353
-7,193
52
$4.31M 0.02%
50,468
-24,910
53
$4.07M 0.02%
76,594
+20,621
54
$3.98M 0.02%
39,728
-3,078
55
$3.91M 0.02%
163,475
-13,986
56
$3.9M 0.02%
189,156
-2,537
57
$3.85M 0.02%
44,086
+11,078
58
$3.73M 0.02%
37,127
+11,110
59
$3.61M 0.02%
76,353
+12,148
60
$3.46M 0.02%
21,816
+3,528
61
$3.12M 0.02%
122,527
-16,823
62
$3.02M 0.02%
120,174
-4,042
63
$2.99M 0.02%
101,082
-3,098
64
$2.69M 0.01%
66,861
-7,550
65
$2.47M 0.01%
7,645
-2,285
66
$2.15M 0.01%
34,589
-30,820
67
$2.1M 0.01%
22,641
-13,068
68
$1.74M 0.01%
30,564
+3,439
69
$1.7M 0.01%
74,040
+36,444
70
$1.59M 0.01%
26,944
+1,006
71
$1.56M 0.01%
48,101
-4,165
72
$1.46M 0.01%
27,972
+19,454
73
$1.41M 0.01%
28,424
-9,101
74
$1.36M 0.01%
55,934
-3,754
75
$1.18M 0.01%
5,936
+943
1 2
3
4 5