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
151
$540K ﹤0.01%
1,258
+22
152
$503K ﹤0.01%
2,125
+49
153
$458K ﹤0.01%
+7,084
154
$453K ﹤0.01%
+11,577
155
$451K ﹤0.01%
+8,679
156
$450K ﹤0.01%
+9,774
157
$440K ﹤0.01%
+6,195
158
$429K ﹤0.01%
11,868
+4,360
159
$428K ﹤0.01%
2,735
+50
160
$426K ﹤0.01%
6,281
+2,370
161
$406K ﹤0.01%
2,760
-12
162
$387K ﹤0.01%
+2,789
163
$381K ﹤0.01%
5,161
164
$379K ﹤0.01%
+3,591
165
$371K ﹤0.01%
2,902
+655
166
$358K ﹤0.01%
20,646
+294
167
$357K ﹤0.01%
1,633
-152
168
$347K ﹤0.01%
6,785
-82
169
$346K ﹤0.01%
+9,099
170
$321K ﹤0.01%
5,582
+2,034
171
$315K ﹤0.01%
+2,104
172
$307K ﹤0.01%
11,012
-213
173
$306K ﹤0.01%
1,116
+100
174
$295K ﹤0.01%
7,745
+418
175
$288K ﹤0.01%
982
-59
4 5 6
7
8