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
126
$1.88M 0.01%
40,599
-2,863
127
$1.77M 0.01%
52,729
+22,132
128
$1.72M 0.01%
18,476
+10,852
129
$1.68M 0.01%
41,096
-323
130
$1.61M 0.01%
17,106
+5,006
131
$1.58M 0.01%
15,594
+4,915
132
$1.58M 0.01%
+26,557
133
$1.47M ﹤0.01%
27,520
+1,429
134
$1.45M ﹤0.01%
46,054
+6,870
135
$1.45M ﹤0.01%
28,995
+5,960
136
$1.43M ﹤0.01%
17,630
+1,931
137
$1.41M ﹤0.01%
72,142
+32,535
138
$1.36M ﹤0.01%
41,771
+21,453
139
$1.32M ﹤0.01%
3,089
+429
140
$1.3M ﹤0.01%
53,650
-75,326
141
$1.27M ﹤0.01%
27,860
+257
142
$1.27M ﹤0.01%
70,116
-2,880
143
$1.24M ﹤0.01%
14,235
+526
144
$1.21M ﹤0.01%
16,574
+2,618
145
$1.21M ﹤0.01%
51,243
-9,042
146
$1.19M ﹤0.01%
19,760
+136
147
$1.18M ﹤0.01%
24,217
+1,257
148
$1.17M ﹤0.01%
12,733
+2,002
149
$1.12M ﹤0.01%
50,925
+14,121
150
$1.1M ﹤0.01%
12,230
+1,498
4 5
6
7 8