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
$31.6B
AUM Growth
-$701M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$101M
3
+$52.6M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$47.5M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$42.7M

Top Sells

1
+$43.9M
2
+$30.9M
3
+$24.1M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$14.2M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$10.3M

Sector Composition

1 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.02M 0.01%
35,588
+46
102
$2.96M 0.01%
39,074
+3,352
103
$2.91M 0.01%
20,833
+2,662
104
$2.9M 0.01%
62,422
+17,595
105
$2.89M 0.01%
32,624
+6,893
106
$2.88M 0.01%
28,586
-2,036
107
$2.87M 0.01%
37,756
+1,720
108
$2.8M 0.01%
48,679
+6,842
109
$2.75M 0.01%
36,657
+2,980
110
$2.67M 0.01%
100,390
-3,195
111
$2.6M 0.01%
111,555
+42,212
112
$2.6M 0.01%
61,806
+9,497
113
$2.52M 0.01%
81,380
+20,646
114
$2.44M 0.01%
70,385
-5,164
115
$2.31M 0.01%
67,772
-19,869
116
$2.27M 0.01%
45,270
+19,098
117
$2.26M 0.01%
94,350
-5,569
118
$2.25M 0.01%
17,082
+4,537
119
$2.24M 0.01%
116,513
-2,693
120
$2.21M 0.01%
28,310
+3,737
121
$2.19M 0.01%
80,825
+5,737
122
$2.05M 0.01%
13,219
+887
123
$2.03M 0.01%
32,834
-1,433
124
$1.97M 0.01%
19,062
-776
125
$1.94M 0.01%
18,735
-797
3 4
5
6 7