Betterment LLC Portfolio holdings
AUM
$47B
This Quarter Return
-1.8%
1 Year Return
+11.24%
3 Year Return
+34.27%
5 Year Return
+48.28%
10 Year Return
+71.17%
AUM
$29.9B
AUM Growth
+$29.9B
(+1.9%)
Cap. Flow
+$1.09B
Cap. Flow
% of AUM
3.65%
Top 10 Holdings %
Top 10 Hldgs %
75.79%
Holding
188
New
25
Increased
121
Reduced
37
Closed
4
Top Buys
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$109M |
| 2 |
Schwab International Equity ETF
SCHF
|
$22.9M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$16.1M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$15.4M |
| 5 |
iShares MSCI KLD 400 Social ETF
DSI
|
$7.29M |
