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
251
$237K ﹤0.01%
+2,533
252
$227K ﹤0.01%
7,163
-8
253
$226K ﹤0.01%
+4,141
254
$224K ﹤0.01%
4,451
+298
255
$223K ﹤0.01%
7,944
-8,589
256
$220K ﹤0.01%
+5,897
257
$217K ﹤0.01%
+5,134
258
$217K ﹤0.01%
+5,928
259
$211K ﹤0.01%
+1,385
260
$205K ﹤0.01%
+4,195
261
$205K ﹤0.01%
+6,160
262
$202K ﹤0.01%
+8,008
263
$202K ﹤0.01%
3,437
-241
264
$200K ﹤0.01%
2,865
-147
265
$60K ﹤0.01%
+10,500
266
– –
-10,586
267
– –
-9,889
268
– –
-5,277
269
– –
-7,954
270
– –
-1,540
271
– –
-7,098
272
– –
-28,880
273
– –
-12,405
274
– –
-7,314
275
– –
-10,017
8 9 10
11
12