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
251
$283K ﹤0.01%
+9,606
252
$282K ﹤0.01%
+11,898
253
$281K ﹤0.01%
3,676
+7
254
$279K ﹤0.01%
11,622
-870
255
$278K ﹤0.01%
8,431
+355
256
$275K ﹤0.01%
+7,553
257
$274K ﹤0.01%
6,844
+1,710
258
$270K ﹤0.01%
11,405
+487
259
$264K ﹤0.01%
4,724
+583
260
$262K ﹤0.01%
9,470
-132
261
$256K ﹤0.01%
6,328
+698
262
$256K ﹤0.01%
4,095
+658
263
$249K ﹤0.01%
10,180
-230
264
$245K ﹤0.01%
7,155
-8
265
$244K ﹤0.01%
8,171
-238,882
266
$237K ﹤0.01%
7,710
-234
267
$236K ﹤0.01%
+3,601
268
$233K ﹤0.01%
+2,980
269
$232K ﹤0.01%
+2,323
270
$227K ﹤0.01%
3,109
+244
271
$226K ﹤0.01%
+2,181
272
$222K ﹤0.01%
+4,527
273
$220K ﹤0.01%
+2,925
274
$220K ﹤0.01%
5,825
-1,216
275
$219K ﹤0.01%
+4,789
8 9 10
11
12