Betterment LLC

Betterment LLC Portfolio holdings

AUM $52.5B
1-Year Est. Return 15.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.93%
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 Sells

1 +$36.5M
2 +$35.4M
3 +$31.7M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$25.1M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$20.6M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,850
127
-6,165