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
176
$282K ﹤0.01%
10,294
-385
177
$264K ﹤0.01%
+10,532
178
$244K ﹤0.01%
+3,064
179
$240K ﹤0.01%
+7,310
180
$237K ﹤0.01%
3,994
+130
181
$236K ﹤0.01%
+926
182
$221K ﹤0.01%
8,940
+753
183
$219K ﹤0.01%
+5,895
184
$211K ﹤0.01%
+3,459
185
– –
-4,774
186
– –
-4,100
187
– –
-4,918
188
– –
-3,536
4 5 6 7
8