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
276
$550K ﹤0.01%
+4,824
277
$544K ﹤0.01%
19,528
-589
278
$542K ﹤0.01%
11,765
+439
279
$542K ﹤0.01%
+20,775
280
$529K ﹤0.01%
4,506
-306
281
$520K ﹤0.01%
9,711
+2,479
282
$515K ﹤0.01%
11,712
+1,222
283
$510K ﹤0.01%
2,003
+3
284
$507K ﹤0.01%
22,804
-584
285
$505K ﹤0.01%
4,867
+2,614
286
$497K ﹤0.01%
8,624
+775
287
$481K ﹤0.01%
+8,084
288
$478K ﹤0.01%
8,383
-167
289
$476K ﹤0.01%
11,110
-1,638
290
$472K ﹤0.01%
5,185
-6,511
291
$463K ﹤0.01%
6,008
+1,305
292
$462K ﹤0.01%
703
+1
293
$457K ﹤0.01%
2,492
+862
294
$448K ﹤0.01%
+151
295
$448K ﹤0.01%
9,380
+2,553
296
$448K ﹤0.01%
19,287
-19,366
297
$447K ﹤0.01%
+4,431
298
$441K ﹤0.01%
10,557
+1,067
299
$441K ﹤0.01%
31,396
+1,307
300
$438K ﹤0.01%
9,442
+4,201
10 11
12
13 14