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
151
$613K ﹤0.01%
3,352
-262
152
$597K ﹤0.01%
1,257
-1
153
$594K ﹤0.01%
42,262
+3,091
154
$591K ﹤0.01%
33,665
-2,363
155
$577K ﹤0.01%
8,137
+1,942
156
$567K ﹤0.01%
+11,260
157
$559K ﹤0.01%
2,194
+69
158
$522K ﹤0.01%
3,518
+758
159
$498K ﹤0.01%
7,721
+637
160
$498K ﹤0.01%
12,631
+763
161
$493K ﹤0.01%
3,813
+911
162
$486K ﹤0.01%
+9,397
163
$477K ﹤0.01%
+4,167
164
$476K ﹤0.01%
12,512
+3,413
165
$471K ﹤0.01%
6,842
+561
166
$449K ﹤0.01%
9,833
+59
167
$445K ﹤0.01%
+12,066
168
$444K ﹤0.01%
3,050
-1,494
169
$432K ﹤0.01%
5,162
+1
170
$403K ﹤0.01%
21,258
+612
171
$400K ﹤0.01%
1,364
+382
172
$398K ﹤0.01%
6,627
+1,045
173
$382K ﹤0.01%
+7,367
174
$377K ﹤0.01%
12,326
+2,032
175
$373K ﹤0.01%
2,291
+187
5 6
7
8 9