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
$29.4B
AUM Growth
+$2.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$308M
2
+$298M
3
+$200M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$156M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$117M

Top Sells

1
+$109M
2
+$36.6M
3
+$31.7M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$17.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$14.5M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$320K ﹤0.01%
11,225
+309
152
$297K ﹤0.01%
7,327
-69
153
$296K ﹤0.01%
10,679
-339
154
$288K ﹤0.01%
2,247
-793
155
$276K ﹤0.01%
1,016
-104
156
$273K ﹤0.01%
+7,508
157
$265K ﹤0.01%
+3,911
158
$237K ﹤0.01%
4,918
-1,534
159
$231K ﹤0.01%
3,864
-20
160
$220K ﹤0.01%
+4,100
161
$214K ﹤0.01%
+4,774
162
$207K ﹤0.01%
+3,548
163
$206K ﹤0.01%
8,187
-1,521
164
– –
-1,025
3 4 5 6
7