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
$10.9B
AUM Growth
+$1.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$286M
2
+$134M
3
+$126M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$105M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$72.1M

Top Sells

1
+$15.5M
2
+$10.5M
3
+$5.26M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.66M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.22M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$409K ﹤0.01%
7,298
+2,090
77
$404K ﹤0.01%
6,459
+43
78
$332K ﹤0.01%
5,247
+624
79
$286K ﹤0.01%
2,098
+40
80
$269K ﹤0.01%
+1,763
81
$247K ﹤0.01%
3,206
+250
82
$234K ﹤0.01%
+4,607
83
$220K ﹤0.01%
953
+4
84
$210K ﹤0.01%
3,216
-28
85
– –
-22,970
1 2 3
4