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
126
$1.33M ﹤0.01%
11,476
+2,916
127
$1.33M ﹤0.01%
7,310
+1,350
128
$1.3M ﹤0.01%
11,642
+2,836
129
$1.28M ﹤0.01%
44,720
-778
130
$1.21M ﹤0.01%
33,845
-323
131
$1.21M ﹤0.01%
7,063
+2,511
132
$1.16M ﹤0.01%
42,279
-700
133
$1.15M ﹤0.01%
+21,662
134
$999K ﹤0.01%
9,450
+1,596
135
$970K ﹤0.01%
24,607
+4,437
136
$967K ﹤0.01%
38,747
+21
137
$946K ﹤0.01%
29,636
-1,785
138
$946K ﹤0.01%
8,313
+2,824
139
$931K ﹤0.01%
11,676
+1,516
140
$880K ﹤0.01%
8,194
-2,544
141
$830K ﹤0.01%
9,286
+161
142
$824K ﹤0.01%
11,421
-949
143
$818K ﹤0.01%
7,790
+1,250
144
$815K ﹤0.01%
11,717
-441
145
$785K ﹤0.01%
12,570
+2,377
146
$740K ﹤0.01%
6,890
+150
147
$703K ﹤0.01%
17,852
+1,582
148
$700K ﹤0.01%
+34,216
149
$689K ﹤0.01%
+18,891
150
$650K ﹤0.01%
8,970
+156
4 5
6
7 8