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
101
$798K ﹤0.01%
2,134
+199
102
$709K ﹤0.01%
11,789
+792
103
$629K ﹤0.01%
16,342
+437
104
$615K ﹤0.01%
8,043
+1,675
105
$553K ﹤0.01%
8,993
+449
106
$552K ﹤0.01%
30,211
+607
107
$552K ﹤0.01%
+5,959
108
$549K ﹤0.01%
3,890
+92
109
$519K ﹤0.01%
33,982
-619
110
$501K ﹤0.01%
2,367
+641
111
$476K ﹤0.01%
14,293
-1,513
112
$445K ﹤0.01%
7,917
-222
113
$433K ﹤0.01%
5,164
-164
114
$380K ﹤0.01%
7,694
-1,018
115
$353K ﹤0.01%
2,239
-982
116
$348K ﹤0.01%
1,214
-289
117
$323K ﹤0.01%
2,531
-236
118
$311K ﹤0.01%
1,954
+63
119
$288K ﹤0.01%
7,196
-3,050
120
$263K ﹤0.01%
12,282
+1,011
121
$254K ﹤0.01%
+809
122
$225K ﹤0.01%
+1,147
123
$224K ﹤0.01%
2,339
124
$205K ﹤0.01%
+2,521
125
$204K ﹤0.01%
+1,489
2 3 4
5
6