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
176
$581K ﹤0.01%
9,929
+2,905
177
$559K ﹤0.01%
6,113
-9,318
178
$545K ﹤0.01%
17,114
-18,248
179
$539K ﹤0.01%
11,739
+4,349
180
$539K ﹤0.01%
4,731
+2,654
181
$526K ﹤0.01%
11,966
+5,763
182
$519K ﹤0.01%
29,731
-2,921
183
$517K ﹤0.01%
1,699
-24
184
$511K ﹤0.01%
15,887
+5,926
185
$499K ﹤0.01%
12,141
+633
186
$491K ﹤0.01%
5,859
+1,545
187
$488K ﹤0.01%
33,019
-411
188
$483K ﹤0.01%
9,703
-1,040
189
$477K ﹤0.01%
20,428
+1,220
190
$476K ﹤0.01%
10,221
+914
191
$469K ﹤0.01%
4,335
+583
192
$448K ﹤0.01%
+4,086
193
$443K ﹤0.01%
130,772
+53,275
194
$442K ﹤0.01%
+3,851
195
$442K ﹤0.01%
+9,003
196
$436K ﹤0.01%
14,994
+6,161
197
$434K ﹤0.01%
16,533
+1,195
198
$429K ﹤0.01%
7,203
+3,416
199
$418K ﹤0.01%
13,906
-2,821
200
$417K ﹤0.01%
7,131
+1,744
6 7
8
9 10