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
$23.9B
AUM Growth
+$3.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$189M
2
+$187M
3
+$137M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$126M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$81.2M

Top Sells

1
+$37.8M
2
+$36.5M
3
+$31.7M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$26.7M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$21.7M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.23M 0.04%
47,408
+3,364
52
$8.78M 0.04%
+225,240
53
$8.54M 0.04%
76,891
+9,880
54
$7.95M 0.03%
72,509
+8,181
55
$7.78M 0.03%
143,917
+9,498
56
$7.56M 0.03%
68,608
+13,478
57
$7.46M 0.03%
80,288
+7,294
58
$7.2M 0.03%
141,968
-26,200
59
$6.64M 0.03%
76,885
+2,003
60
$6.6M 0.03%
65,910
-18,193
61
$5.42M 0.02%
+140,544
62
$3.85M 0.02%
18,134
-4,973
63
$3.76M 0.02%
59,869
+5,764
64
$3.62M 0.02%
97,718
+2,743
65
$3.29M 0.01%
+58,243
66
$3.29M 0.01%
33,904
-3,124
67
$3.15M 0.01%
147,411
-2,384
68
$2.98M 0.01%
153,825
-1,736
69
$2.97M 0.01%
+65,449
70
$2.93M 0.01%
95,647
-10,485
71
$2.89M 0.01%
62,339
-7,510
72
$2.75M 0.01%
7,319
+483
73
$2.63M 0.01%
45,092
+5,252
74
$2.58M 0.01%
89,395
-29,464
75
$2.24M 0.01%
50,229
-4,267
1 2
3
4 5