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
76
$2.22M 0.01%
83,793
-2,050
77
$2.13M 0.01%
17,731
+166
78
$2.09M 0.01%
36,440
-5,358
79
$1.85M 0.01%
25,374
+6,963
80
$1.82M 0.01%
87,001
+2,574
81
$1.82M 0.01%
36,181
+1,594
82
$1.65M 0.01%
13,301
+213
83
$1.63M 0.01%
7,100
-77
84
$1.55M 0.01%
38,746
+5,583
85
$1.51M 0.01%
+30,207
86
$1.4M 0.01%
73,458
-874
87
$1.36M 0.01%
5,086
-1,454
88
$1.31M 0.01%
37,930
-2,044
89
$1.29M 0.01%
15,212
+88
90
$1.21M 0.01%
17,878
+4,491
91
$1.19M 0.01%
37,391
+7,176
92
$1.19M 0.01%
21,975
-331
93
$1.07M ﹤0.01%
44,352
-2,774
94
$1.07M ﹤0.01%
+11,953
95
$1.04M ﹤0.01%
+36,036
96
$1.03M ﹤0.01%
18,614
+848
97
$1.02M ﹤0.01%
10,680
-32,103
98
$873K ﹤0.01%
37,144
+3,472
99
$814K ﹤0.01%
9,100
-2,252
100
$804K ﹤0.01%
8,787
-81
2 3
4
5 6