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
101
$3.14M 0.01%
36,733
+3,773
102
$3.11M 0.01%
30,459
+1,211
103
$3.1M 0.01%
56,906
+34,843
104
$3.08M 0.01%
121,390
-16,521
105
$2.98M 0.01%
69,444
+19,633
106
$2.92M 0.01%
54,149
+15,261
107
$2.87M 0.01%
125,016
-9,368
108
$2.74M 0.01%
53,029
+10,839
109
$2.71M 0.01%
91,785
+26,873
110
$2.6M 0.01%
42,691
-4,936
111
$2.56M 0.01%
77,766
+17,681
112
$2.49M 0.01%
46,849
+12,738
113
$2.44M 0.01%
49,312
+1,505
114
$2.36M 0.01%
15,606
+609
115
$2.32M 0.01%
63,687
-1,463
116
$2.25M 0.01%
34,838
-2,473
117
$2.05M 0.01%
69,361
-20,420
118
$1.77M 0.01%
18,519
+2,933
119
$1.56M ﹤0.01%
49,586
-1,922
120
$1.46M ﹤0.01%
18,877
+594
121
$1.46M ﹤0.01%
45,779
+3,930
122
$1.45M ﹤0.01%
53,084
+15,322
123
$1.45M ﹤0.01%
22,745
+9,361
124
$1.43M ﹤0.01%
28,359
+21,574
125
$1.4M ﹤0.01%
25,468
+1,287
3 4
5
6 7