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
51
$15.2M 0.05%
245,595
-12,275
52
$14.1M 0.04%
131,382
+31,164
53
$14M 0.04%
468,869
-75,809
54
$13.6M 0.04%
+231,130
55
$13M 0.04%
309,466
-20,812
56
$12.6M 0.04%
252,256
-59,181
57
$12.3M 0.04%
223,444
+31,251
58
$12M 0.04%
137,338
+7,001
59
$11.9M 0.04%
115,662
+9,940
60
$10.8M 0.03%
200,522
+45,399
61
$10.4M 0.03%
197,704
-5,646
62
$10.4M 0.03%
113,831
-9,118
63
$10.3M 0.03%
25,784
+2,691
64
$10.1M 0.03%
223,730
+70,551
65
$9.97M 0.03%
241,985
+91,455
66
$9.87M 0.03%
361,536
+84,950
67
$9.67M 0.03%
333,852
+95,827
68
$8.04M 0.03%
118,994
-6,662
69
$7.83M 0.02%
160,943
+11,925
70
$7.78M 0.02%
295,258
+64,944
71
$7.56M 0.02%
99,315
+13,617
72
$7.46M 0.02%
146,960
+21,981
73
$7.3M 0.02%
169,536
+46,833
74
$7.14M 0.02%
179,207
+54,083
75
$6.71M 0.02%
79,253
-35,501
1 2
3
4 5