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
276
$306K ﹤0.01%
12,504
+385
277
$303K ﹤0.01%
12,824
-1,194
278
$298K ﹤0.01%
12,298
+322
279
$297K ﹤0.01%
7,986
+1,012
280
$291K ﹤0.01%
6,006
+568
281
$291K ﹤0.01%
2,872
-1,554
282
$287K ﹤0.01%
+9,614
283
$287K ﹤0.01%
+592
284
$286K ﹤0.01%
2,734
+382
285
$280K ﹤0.01%
10,927
-280
286
$280K ﹤0.01%
3,597
+279
287
$275K ﹤0.01%
3,259
-422
288
$269K ﹤0.01%
2,462
+216
289
$269K ﹤0.01%
4,242
+487
290
$257K ﹤0.01%
+1,521
291
$255K ﹤0.01%
6,626
-1,107
292
$246K ﹤0.01%
4,480
-2,921
293
$246K ﹤0.01%
7,450
-202
294
$245K ﹤0.01%
10,255
-389
295
$243K ﹤0.01%
+5,803
296
$240K ﹤0.01%
2,407
+60
297
$238K ﹤0.01%
4,734
-64
298
$238K ﹤0.01%
+2,086
299
$236K ﹤0.01%
+1,884
300
$236K ﹤0.01%
9,384
-1,224
9 10 11
12
13