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
$38.6B
AUM Growth
+$1.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$582M
2
+$267M
3
+$250M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$127M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$89.1M

Top Sells

1
+$228M
2
+$160M
3
+$132M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$86M
5
VTV icon
Vanguard Value ETF
VTV
+$84.8M

Sector Composition

1 Technology 0.02%
2 Consumer Discretionary 0.01%
3 Communication Services 0%
4 Financials 0%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$934K ﹤0.01%
21,740
+1,768
227
$930K ﹤0.01%
11,880
-11,329
228
$929K ﹤0.01%
26,621
+6,041
229
$926K ﹤0.01%
8,458
-194
230
$910K ﹤0.01%
34,976
+3,855
231
$901K ﹤0.01%
18,116
+2,809
232
$895K ﹤0.01%
+35,585
233
$887K ﹤0.01%
25,970
+3,100
234
$886K ﹤0.01%
16,702
-10,107
235
$843K ﹤0.01%
24,594
-2,389
236
$840K ﹤0.01%
4,817
+1,542
237
$831K ﹤0.01%
34,867
-315
238
$825K ﹤0.01%
23,678
+13,379
239
$810K ﹤0.01%
8,749
+521
240
$809K ﹤0.01%
12,749
+657
241
$809K ﹤0.01%
23,849
242
$807K ﹤0.01%
6,334
+1,013
243
$780K ﹤0.01%
22,201
-15,093
244
$769K ﹤0.01%
2,492
-524
245
$765K ﹤0.01%
12,733
+7,955
246
$759K ﹤0.01%
+14,919
247
$757K ﹤0.01%
12,999
-694
248
$755K ﹤0.01%
3,879
+103
249
$747K ﹤0.01%
27,772
+4,842
250
$723K ﹤0.01%
+2,736
8 9
10
11 12