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
$34.7B
AUM Growth
+$3.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$97.2M
3
+$84.4M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$61.1M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$53.6M

Top Sells

1
+$54M
2
+$30.8M
3
+$28M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$26.8M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$17.3M

Sector Composition

1 Technology 0%
2 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$538K ﹤0.01%
4,972
+296
227
$537K ﹤0.01%
1,735
-28
228
$514K ﹤0.01%
+2,300
229
$512K ﹤0.01%
6,028
+1,400
230
$504K ﹤0.01%
2,324
+201
231
$489K ﹤0.01%
24,756
-1,736
232
$485K ﹤0.01%
18,809
+3,245
233
$463K ﹤0.01%
+9,373
234
$454K ﹤0.01%
4,362
+117
235
$450K ﹤0.01%
17,982
+1,254
236
$443K ﹤0.01%
19,447
+363
237
$440K ﹤0.01%
4,268
+79
238
$438K ﹤0.01%
1,671
+116
239
$434K ﹤0.01%
8,338
+3,661
240
$429K ﹤0.01%
17,240
+4,518
241
$425K ﹤0.01%
10,400
-94
242
$421K ﹤0.01%
7,831
-932
243
$414K ﹤0.01%
6,475
-191
244
$409K ﹤0.01%
17,768
-4,209
245
$407K ﹤0.01%
11,255
-773
246
$405K ﹤0.01%
8,430
+2,800
247
$400K ﹤0.01%
7,368
-2,327
248
$397K ﹤0.01%
7,745
-779
249
$394K ﹤0.01%
+4,448
250
$390K ﹤0.01%
4,923
+180
8 9
10
11 12