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
$30.9B
AUM Growth
+$1.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$59.3M
3
+$41.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$38.4M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$32.7M

Top Sells

1
+$48.2M
2
+$38.6M
3
+$25.3M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$13.7M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$6.08M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$324K ﹤0.01%
3,457
-2,402
227
$323K ﹤0.01%
10,942
+300
228
$318K ﹤0.01%
+3,430
229
$318K ﹤0.01%
12,033
+2,300
230
$309K ﹤0.01%
9,150
-86
231
$305K ﹤0.01%
12,492
+1,050
232
$301K ﹤0.01%
6,836
-690
233
$300K ﹤0.01%
+3,377
234
$293K ﹤0.01%
5,565
-2,260
235
$283K ﹤0.01%
1,992
+48
236
$281K ﹤0.01%
3,929
+299
237
$270K ﹤0.01%
1,941
+199
238
$263K ﹤0.01%
7,041
+1,104
239
$262K ﹤0.01%
+8,076
240
$260K ﹤0.01%
+10,918
241
$258K ﹤0.01%
9,602
-464
242
$257K ﹤0.01%
+3,669
243
$254K ﹤0.01%
12,108
-2,190
244
$252K ﹤0.01%
+10,410
245
$252K ﹤0.01%
+3,640
246
$244K ﹤0.01%
+10,347
247
$241K ﹤0.01%
5,630
+172
248
$239K ﹤0.01%
+7,132
249
$237K ﹤0.01%
+10,118
250
$237K ﹤0.01%
4,882
-6,857
8 9
10
11 12