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
$29.2B
AUM Growth
+$1.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$280M
2
+$220M
3
+$191M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$118M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$94.8M

Top Sells

1
+$253M
2
+$79.8M
3
+$60.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$23.8M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$21M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$979K ﹤0.01%
20,230
+2,595
152
$916K ﹤0.01%
22,007
-22,683
153
$900K ﹤0.01%
29,185
+2,371
154
$899K ﹤0.01%
10,620
-1,030
155
$882K ﹤0.01%
+28,880
156
$873K ﹤0.01%
9,223
-130
157
$872K ﹤0.01%
9,967
+2,510
158
$861K ﹤0.01%
19,603
-3,508
159
$839K ﹤0.01%
+12,338
160
$832K ﹤0.01%
+37,225
161
$808K ﹤0.01%
18,952
+918
162
$773K ﹤0.01%
7,412
-519
163
$762K ﹤0.01%
15,394
-14,067
164
$718K ﹤0.01%
12,384
+1,284
165
$711K ﹤0.01%
16,165
+4,311
166
$683K ﹤0.01%
7,925
+739
167
$681K ﹤0.01%
17,677
+9,613
168
$681K ﹤0.01%
21,021
+7,950
169
$676K ﹤0.01%
13,372
+515
170
$664K ﹤0.01%
13,095
+3,622
171
$643K ﹤0.01%
8,494
-28,653
172
$642K ﹤0.01%
20,547
+3,212
173
$636K ﹤0.01%
23,302
-12,273
174
$603K ﹤0.01%
10,890
+2,364
175
$591K ﹤0.01%
2,679
+547
5 6
7
8 9