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
276
$217K ﹤0.01%
6,192
+32
277
$210K ﹤0.01%
+9,148
278
$209K ﹤0.01%
857
-1,021
279
$203K ﹤0.01%
+4,029
280
$202K ﹤0.01%
+974
281
$202K ﹤0.01%
+825
282
– –
-36,284
283
– –
-4,195
284
– –
-62,204
285
– –
-87,912
286
– –
-2,533
287
– –
-96,991
288
– –
-10,500
289
– –
-5,928
290
– –
-23,000
291
– –
-1,992
8 9 10 11
12