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
176
$364K ﹤0.01%
3,067
+278
177
$363K ﹤0.01%
1,308
+382
178
$344K ﹤0.01%
8,800
+1,055
179
$329K ﹤0.01%
3,780
-44,977
180
$320K ﹤0.01%
+5,645
181
$305K ﹤0.01%
+5,757
182
$300K ﹤0.01%
+2,025
183
$283K ﹤0.01%
+3,849
184
$278K ﹤0.01%
2,630
-961
185
$277K ﹤0.01%
8,517
+1,207
186
$277K ﹤0.01%
+1,062
187
$274K ﹤0.01%
10,696
+164
188
$270K ﹤0.01%
6,419
-5,158
189
$258K ﹤0.01%
3,064
190
$252K ﹤0.01%
4,485
-4,194
191
$248K ﹤0.01%
9,207
+267
192
$248K ﹤0.01%
+4,446
193
$246K ﹤0.01%
+932
194
$240K ﹤0.01%
1,077
-556
195
$237K ﹤0.01%
1,413
-1,322
196
$233K ﹤0.01%
+8,362
197
$221K ﹤0.01%
+4,971
198
$221K ﹤0.01%
3,492
-502
199
$215K ﹤0.01%
3,504
+45
200
$211K ﹤0.01%
8,194
-2,818
5 6 7
8
9