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
$32.3B
AUM Growth
+$1.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$75.3M
3
+$54.6M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$48.8M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$42M

Top Sells

1
+$329M
2
+$44M
3
+$42.4M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$26.8M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$19.9M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$376K ﹤0.01%
10,448
-370
227
$367K ﹤0.01%
5,246
+1,606
228
$354K ﹤0.01%
13,733
+1,700
229
$353K ﹤0.01%
3,614
+237
230
$353K ﹤0.01%
7,843
+1,007
231
$350K ﹤0.01%
20,614
+1,568
232
$348K ﹤0.01%
6,768
+2,317
233
$346K ﹤0.01%
6,317
+752
234
$345K ﹤0.01%
2,188
+803
235
$344K ﹤0.01%
15,686
+3,578
236
$343K ﹤0.01%
7,650
-91
237
$339K ﹤0.01%
2,135
+194
238
$338K ﹤0.01%
14,230
+3,883
239
$334K ﹤0.01%
13,713
+3,595
240
$334K ﹤0.01%
6,832
+1,950
241
$325K ﹤0.01%
+14,088
242
$319K ﹤0.01%
11,918
+976
243
$312K ﹤0.01%
6,046
-1,438
244
$307K ﹤0.01%
+2,821
245
$304K ﹤0.01%
+9,596
246
$302K ﹤0.01%
8,757
+1,625
247
$290K ﹤0.01%
12,149
-77,279
248
$288K ﹤0.01%
11,702
+3,694
249
$286K ﹤0.01%
+1,527
250
$283K ﹤0.01%
7,784
-1,366
8 9
10
11 12