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 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
201
$203K ﹤0.01%
+1,207
202
$203K ﹤0.01%
+3,654
203
-1,116
204
-5,895