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
251
$389K ﹤0.01%
14,759
+747
252
$387K ﹤0.01%
9,712
-591
253
$382K ﹤0.01%
18,510
-366
254
$381K ﹤0.01%
28,664
-2,834
255
$378K ﹤0.01%
3,079
+208
256
$373K ﹤0.01%
7,478
-358
257
$372K ﹤0.01%
4,763
-5,607
258
$365K ﹤0.01%
+11,087
259
$363K ﹤0.01%
+6,557
260
$358K ﹤0.01%
16,431
-2,640
261
$353K ﹤0.01%
9,045
+966
262
$350K ﹤0.01%
10,673
-803
263
$344K ﹤0.01%
3,613
+1,161
264
$324K ﹤0.01%
8,788
+75
265
$322K ﹤0.01%
4,920
-12
266
$320K ﹤0.01%
6,752
-1,608
267
$317K ﹤0.01%
6,212
-63
268
$317K ﹤0.01%
3,848
+99
269
$317K ﹤0.01%
2,321
-255
270
$314K ﹤0.01%
+2,144
271
$314K ﹤0.01%
+7,447
272
$312K ﹤0.01%
9,334
-120
273
$310K ﹤0.01%
8,567
+648
274
$307K ﹤0.01%
3,963
+210
275
$307K ﹤0.01%
3,935
+301
9 10
11
12 13