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
$29.9B
AUM Growth
+$558M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$151M
3
+$142M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$99.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$82.9M

Top Sells

1
+$109M
2
+$22.9M
3
+$16.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$15.4M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$7.29M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.95M 0.01%
29,248
+3,115
102
$2.92M 0.01%
47,627
+1,751
103
$2.92M 0.01%
89,368
+9,547
104
$2.84M 0.01%
32,960
-3,357
105
$2.78M 0.01%
104,185
+5,105
106
$2.74M 0.01%
89,781
+6,253
107
$2.47M 0.01%
49,811
+26,284
108
$2.37M 0.01%
47,807
+18,689
109
$2.27M 0.01%
65,150
-8,653
110
$2.25M 0.01%
37,311
+863
111
$2.19M 0.01%
38,888
+8,349
112
$2.11M 0.01%
14,997
+1,602
113
$1.99M 0.01%
42,190
+30,326
114
$1.99M 0.01%
60,085
+29,262
115
$1.88M 0.01%
+64,912
116
$1.83M 0.01%
34,111
+16,913
117
$1.61M 0.01%
51,508
+1,790
118
$1.49M 0.01%
15,586
+5,834
119
$1.37M ﹤0.01%
18,283
+377
120
$1.36M ﹤0.01%
45,498
+387
121
$1.33M ﹤0.01%
41,849
+1,770
122
$1.32M ﹤0.01%
24,181
+838
123
$1.21M ﹤0.01%
22,063
+1,495
124
$1.21M ﹤0.01%
34,168
+1,435
125
$1.16M ﹤0.01%
42,979
+2,836
3 4
5
6 7