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
201
$416K ﹤0.01%
2,946
+178
202
$416K ﹤0.01%
+4,051
203
$413K ﹤0.01%
18,160
+3,696
204
$411K ﹤0.01%
+8,927
205
$404K ﹤0.01%
7,446
+255
206
$401K ﹤0.01%
1,869
-729
207
$400K ﹤0.01%
7,825
+604
208
$379K ﹤0.01%
+15,039
209
$378K ﹤0.01%
4,203
-212
210
$374K ﹤0.01%
12,184
-1,418
211
$367K ﹤0.01%
3,661
+985
212
$366K ﹤0.01%
+17,328
213
$366K ﹤0.01%
+16,303
214
$365K ﹤0.01%
2,120
-1,674
215
$362K ﹤0.01%
3,969
+990
216
$351K ﹤0.01%
5,413
+903
217
$342K ﹤0.01%
7,394
+496
218
$337K ﹤0.01%
+1,654
219
$330K ﹤0.01%
6,586
-3,924
220
$327K ﹤0.01%
7,686
+764
221
$313K ﹤0.01%
7,526
-1,662
222
$305K ﹤0.01%
7,098
+664
223
$298K ﹤0.01%
10,642
+1,444
224
$293K ﹤0.01%
9,236
-1,283
225
$290K ﹤0.01%
+14,298
7 8
9
10 11