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
$32.1B
AUM Growth
+$2.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$320M
2
+$184M
3
+$121M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$107M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$78.3M

Top Sells

1
+$79.1M
2
+$44.7M
3
+$18.4M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$15.7M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$5.8M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.07M 0.02%
122,060
+21,496
77
$5.93M 0.02%
54,769
-5,261
78
$5.93M 0.02%
197,843
+43,031
79
$5.87M 0.02%
93,377
-9,008
80
$5.77M 0.02%
99,495
+12,668
81
$5.52M 0.02%
88,620
+12,703
82
$5.42M 0.02%
66,663
-1,590
83
$5.08M 0.02%
44,184
+13,405
84
$5.05M 0.02%
10,582
+3,530
85
$4.93M 0.02%
52,165
+11,968
86
$4.75M 0.01%
81,160
+15,382
87
$4.65M 0.01%
181,375
+53,377
88
$4.64M 0.01%
177,714
+37,622
89
$4.54M 0.01%
42,945
+2,587
90
$4.42M 0.01%
39,901
-18,085
91
$4.41M 0.01%
14,619
+2,005
92
$4.25M 0.01%
73,824
+16,845
93
$3.85M 0.01%
116,535
+3,380
94
$3.74M 0.01%
14,680
-668
95
$3.63M 0.01%
12,884
+1,381
96
$3.55M 0.01%
38,279
+2,054
97
$3.4M 0.01%
132,639
-5,954
98
$3.31M 0.01%
125,449
+21,264
99
$3.24M 0.01%
91,440
-2,694
100
$3.18M 0.01%
89,109
-259
2 3
4
5 6