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
201
$627K ﹤0.01%
20,594
-106
202
$620K ﹤0.01%
12,003
-11,627
203
$609K ﹤0.01%
12,067
+305
204
$608K ﹤0.01%
1,763
-40
205
$605K ﹤0.01%
6,883
+1,814
206
$598K ﹤0.01%
10,456
+1,171
207
$575K ﹤0.01%
+3,358
208
$575K ﹤0.01%
8,411
+1,240
209
$555K ﹤0.01%
3,767
+184
210
$545K ﹤0.01%
14,692
+167
211
$537K ﹤0.01%
3,538
+1,350
212
$531K ﹤0.01%
12,954
+343
213
$518K ﹤0.01%
22,851
+8,621
214
$500K ﹤0.01%
22,610
+8,522
215
$494K ﹤0.01%
5,465
+1,036
216
$487K ﹤0.01%
4,588
-92
217
$484K ﹤0.01%
21,977
+1,688
218
$471K ﹤0.01%
31,498
-1,330
219
$469K ﹤0.01%
26,492
-1,295
220
$465K ﹤0.01%
7,330
+1,302
221
$460K ﹤0.01%
4,676
+306
222
$457K ﹤0.01%
9,695
+2,927
223
$450K ﹤0.01%
8,579
+2,262
224
$434K ﹤0.01%
8,763
+628
225
$420K ﹤0.01%
6,271
+1,025
7 8
9
10 11