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
$31.6B
AUM Growth
-$701M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$101M
3
+$52.6M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$47.5M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$42.7M

Top Sells

1
+$43.9M
2
+$30.9M
3
+$24.1M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$14.2M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$10.3M

Sector Composition

1 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$904K ﹤0.01%
22,799
-364
177
$889K ﹤0.01%
4,267
+1,979
178
$870K ﹤0.01%
37,951
+3,380
179
$854K ﹤0.01%
5,955
-126
180
$846K ﹤0.01%
9,368
+45
181
$812K ﹤0.01%
16,557
+3,111
182
$755K ﹤0.01%
12,196
+3,041
183
$751K ﹤0.01%
10,370
+1,220
184
$748K ﹤0.01%
18,022
+176
185
$738K ﹤0.01%
3,139
+2,314
186
$732K ﹤0.01%
109,289
-17,453
187
$721K ﹤0.01%
2,711
+1,151
188
$720K ﹤0.01%
4,678
+2,543
189
$720K ﹤0.01%
23,581
+652
190
$703K ﹤0.01%
14,227
+1,092
191
$702K ﹤0.01%
6,828
+3,157
192
$700K ﹤0.01%
12,174
+610
193
$697K ﹤0.01%
29,437
+15,724
194
$687K ﹤0.01%
14,546
-8,551
195
$685K ﹤0.01%
2,795
+223
196
$678K ﹤0.01%
2,986
+246
197
$667K ﹤0.01%
14,089
+2,408
198
$663K ﹤0.01%
2,960
+410
199
$662K ﹤0.01%
25,237
+8,524
200
$641K ﹤0.01%
24,955
+905
6 7
8
9 10