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
$31.6B
AUM Growth
-$701M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$101M
3
+$52.6M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$47.5M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$42.7M

Top Sells

1
+$43.9M
2
+$30.9M
3
+$24.1M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$14.2M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$10.3M

Sector Composition

1 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$23M 0.07%
306,035
+11,895
52
$22.5M 0.07%
671,232
-53,431
53
$19.7M 0.06%
219,093
-3,424
54
$19.3M 0.06%
447,795
+37,063
55
$17.9M 0.06%
395,313
+18,205
56
$15M 0.05%
572,609
+174,224
57
$14.9M 0.05%
443,495
+14,023
58
$13.8M 0.04%
135,621
+5,719
59
$13.8M 0.04%
155,490
-44,997
60
$13.8M 0.04%
270,434
-17,515
61
$13.1M 0.04%
599,715
+17,701
62
$12.2M 0.04%
168,371
-1,825
63
$12.1M 0.04%
33,815
+310
64
$11.5M 0.04%
427,303
-552
65
$11M 0.03%
223,686
+211,724
66
$10.3M 0.03%
153,515
+19,080
67
$10M 0.03%
228,867
+9,748
68
$9.92M 0.03%
259,193
+26,191
69
$9.87M 0.03%
457,303
+49,534
70
$9.08M 0.03%
511,366
+37,063
71
$9.06M 0.03%
46,512
+1,200
72
$8.65M 0.03%
214,251
+62,293
73
$8.33M 0.03%
493,956
+40,590
74
$8.15M 0.03%
112,599
-34,553
75
$7.21M 0.02%
16,795
+5,711
1 2
3
4 5