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
326
$351K ﹤0.01%
13,347
+839
327
$348K ﹤0.01%
5,300
+2,201
328
$341K ﹤0.01%
3,278
+92
329
$339K ﹤0.01%
1,755
+200
330
$338K ﹤0.01%
2,317
+4
331
$336K ﹤0.01%
12,175
-990
332
$335K ﹤0.01%
+6,980
333
$334K ﹤0.01%
+11,127
334
$324K ﹤0.01%
9,100
-120
335
$320K ﹤0.01%
2,124
-1,735
336
$319K ﹤0.01%
6,856
-1,914
337
$319K ﹤0.01%
3,930
+109
338
$318K ﹤0.01%
8,709
-99
339
$318K ﹤0.01%
3,071
+254
340
$318K ﹤0.01%
+6,806
341
$318K ﹤0.01%
+4,695
342
$311K ﹤0.01%
6,383
-95
343
$308K ﹤0.01%
+1,180
344
$304K ﹤0.01%
2,569
+27
345
$295K ﹤0.01%
5,203
+84
346
$294K ﹤0.01%
+3,062
347
$294K ﹤0.01%
10,655
+344
348
$288K ﹤0.01%
1,460
-1
349
$288K ﹤0.01%
9,114
+2,726
350
$283K ﹤0.01%
2,201
+215
12 13
14
15 16