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
$29.4B
AUM Growth
+$2.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$308M
2
+$298M
3
+$200M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$156M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$117M

Top Sells

1
+$109M
2
+$36.6M
3
+$31.7M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$17.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$14.5M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.35M 0.01%
40,673
-8,905
77
$3.93M 0.01%
+150,820
78
$3.9M 0.01%
94,132
-986
79
$3.85M 0.01%
16,269
-642
80
$3.7M 0.01%
73,641
+23,492
81
$3.56M 0.01%
+48,089
82
$3.55M 0.01%
37,301
-3,160
83
$3.52M 0.01%
77,062
+10,937
84
$3.51M 0.01%
153,258
+47,788
85
$3.3M 0.01%
134,632
-646
86
$3.13M 0.01%
36,317
-24,641
87
$3.01M 0.01%
106,136
+43,492
88
$3M 0.01%
130,738
-1,421
89
$2.99M 0.01%
6,950
-501
90
$2.99M 0.01%
11,389
+848
91
$2.85M 0.01%
70,786
+26,250
92
$2.84M 0.01%
+21,721
93
$2.83M 0.01%
48,896
+9,789
94
$2.82M 0.01%
+45,876
95
$2.75M 0.01%
83,528
-2,980
96
$2.74M 0.01%
99,080
+8,645
97
$2.65M 0.01%
26,133
+5,308
98
$2.62M 0.01%
79,821
+16,092
99
$2.6M 0.01%
+73,803
100
$2.42M 0.01%
8,366
+3,702
2 3
4
5 6