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
301
$438K ﹤0.01%
3,972
+1,872
302
$437K ﹤0.01%
+3,541
303
$418K ﹤0.01%
10,253
+4,437
304
$418K ﹤0.01%
4,742
-3
305
$417K ﹤0.01%
16,628
+2,678
306
$416K ﹤0.01%
+5,998
307
$414K ﹤0.01%
4,259
+311
308
$411K ﹤0.01%
+8,937
309
$409K ﹤0.01%
+12,411
310
$408K ﹤0.01%
10,660
-91
311
$408K ﹤0.01%
3,969
-1,018
312
$399K ﹤0.01%
9,069
-77
313
$397K ﹤0.01%
16,859
+1,490
314
$388K ﹤0.01%
+7,330
315
$387K ﹤0.01%
+6,333
316
$386K ﹤0.01%
5,664
+1,104
317
$378K ﹤0.01%
8,015
+542
318
$371K ﹤0.01%
14,898
-939
319
$371K ﹤0.01%
9,543
+848
320
$370K ﹤0.01%
641
+47
321
$366K ﹤0.01%
2,136
+246
322
$361K ﹤0.01%
4,309
+1,094
323
$358K ﹤0.01%
+6,877
324
$356K ﹤0.01%
+5,723
325
$354K ﹤0.01%
15,861
-7,353
11 12
13
14 15