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
$15.2B
AUM Growth
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$617M
2
+$268M
3
+$168M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$126M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$108M

Top Sells

1
+$258M
2
+$192M
3
+$160M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$84.5M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$43.6M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$815K 0.01%
70,870
-5,730
77
$765K 0.01%
15,146
+3,088
78
$740K ﹤0.01%
12,705
+724
79
$739K ﹤0.01%
3,945
+501
80
$708K ﹤0.01%
8,133
-23
81
$649K ﹤0.01%
11,938
-1,556
82
$563K ﹤0.01%
10,423
-305
83
$538K ﹤0.01%
4,868
+361
84
$532K ﹤0.01%
12,170
-992
85
$508K ﹤0.01%
8,267
+345
86
$425K ﹤0.01%
9,979
87
$414K ﹤0.01%
6,655
+1
88
$373K ﹤0.01%
6,189
-6
89
$306K ﹤0.01%
3,021
+135
90
$291K ﹤0.01%
2,266
+24
91
$230K ﹤0.01%
+5,756
92
$230K ﹤0.01%
+7,043
93
$225K ﹤0.01%
2,457
+81
94
$223K ﹤0.01%
3,092
-1,027
95
$220K ﹤0.01%
+6,744
96
$219K ﹤0.01%
1,949
-761
97
$206K ﹤0.01%
2,967
-17
98
– –
-17,594
99
– –
-13,264
1 2 3
4