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
126
$1.16M ﹤0.01%
10,738
-5,284
127
$1.05M ﹤0.01%
5,960
+3,344
128
$1.03M ﹤0.01%
+37,762
129
$983K ﹤0.01%
31,421
+34
130
$917K ﹤0.01%
38,726
+191
131
$910K ﹤0.01%
8,806
+50
132
$885K ﹤0.01%
12,370
+2,356
133
$871K ﹤0.01%
8,560
+2,885
134
$847K ﹤0.01%
13,384
+2,396
135
$842K ﹤0.01%
12,158
-990
136
$825K ﹤0.01%
39,171
+5,375
137
$800K ﹤0.01%
9,125
-423
138
$783K ﹤0.01%
20,170
+1,237
139
$773K ﹤0.01%
7,854
-620
140
$768K ﹤0.01%
+10,160
141
$699K ﹤0.01%
4,552
+350
142
$686K ﹤0.01%
6,740
+1,239
143
$659K ﹤0.01%
6,540
+1,144
144
$659K ﹤0.01%
+3,614
145
$637K ﹤0.01%
10,193
+113
146
$632K ﹤0.01%
5,489
+304
147
$616K ﹤0.01%
+16,270
148
$607K ﹤0.01%
36,028
+264
149
$599K ﹤0.01%
+4,544
150
$564K ﹤0.01%
+8,814
4 5
6
7 8