Betterment LLC

Betterment LLC Portfolio holdings

AUM $42.2B
AUM
$42.2B
AUM Growth
+$206M
Cap. Flow
+$479M
Cap. Flow %
1.14%
Top 10 Hldgs %
68.81%
Holding
472
New
28
Increased
265
Reduced
163
Closed
14
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$832K0%30,111
+5,574
+23%
+$154K
$829K0%34,586
+860
+3%
+$20.6K
$816K0%11,071
+190
+2%
+$14K
$815K0%1,503
+1,009
+204%
+$547K
$815K0%62,090
-28,363
-31%
-$372K
$811K0%7,858
-230
-3%
-$23.7K
$811K0%2,644
+1,276
+93%
+$391K
$806K0%10,225
+4,920
+93%
+$388K
$804K0%5,505
+3,060
+125%
+$447K
$776K0%23,966
+117
+0.5%
+$3.79K
$775K0%22,429
-1,835
-8%
-$63.4K
$772K0%13,512
-1,592
-11%
-$91K
$763K0%7,157
-51
-0.7%
-$5.44K
$757K0%8,101
+641
+9%
+$59.9K
$751K0%10,147
-13
-0.1%
-$962
$750K0%18,120
+3,153
+21%
+$131K
$745K0%4,820
+2,902
+151%
+$449K
$743K0%4,359
+273
+7%
+$46.5K
$739K0%12,285
-1,372
-10%
-$82.5K
$734K0%5,773
+260
+5%
+$33.1K
$712K0%3,963
-81
-2%
-$14.6K
$711K0%17,290
+4,821
+39%
+$198K
$705K0%24,098
+6,666
+38%
+$195K
$701K0%20,819
+3,205
+18%
+$108K
$697K0%11,262
-233
-2%
-$14.4K