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
251
$715K ﹤0.01%
10,604
+4,169
252
$705K ﹤0.01%
9,799
+293
253
$699K ﹤0.01%
22,512
-2,276
254
$692K ﹤0.01%
+27,146
255
$683K ﹤0.01%
9,971
-2,073
256
$679K ﹤0.01%
11,463
+4,138
257
$669K ﹤0.01%
29,648
+9,176
258
$667K ﹤0.01%
1,429
-1
259
$665K ﹤0.01%
4,045
+24
260
$654K ﹤0.01%
5,666
+59
261
$653K ﹤0.01%
+7,993
262
$650K ﹤0.01%
2,185
+203
263
$648K ﹤0.01%
23,128
+5,635
264
$645K ﹤0.01%
5,602
+1,781
265
$618K ﹤0.01%
10,109
-1,059
266
$603K ﹤0.01%
5,890
-4,394
267
$596K ﹤0.01%
12,736
+774
268
$592K ﹤0.01%
14,328
+3,399
269
$591K ﹤0.01%
+19,683
270
$582K ﹤0.01%
1,692
+210
271
$575K ﹤0.01%
9,569
-3,166
272
$574K ﹤0.01%
1,815
+30
273
$569K ﹤0.01%
3,450
+114
274
$568K ﹤0.01%
14,507
+1,437
275
$565K ﹤0.01%
12,981
+3,364
9 10
11
12 13