Betterment LLC

Betterment LLC Portfolio holdings

AUM $52.5B
1-Year Est. Return 15.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$37.3B
AUM Growth
+$2.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$1.97B
2
+$784M
3
+$722M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$544M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$456M

Top Sells

1
+$958M
2
+$795M
3
+$745M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$693M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$688M

Sector Composition

1 Technology 0.02%
2 Consumer Discretionary 0%
3 Communication Services 0%
4 Healthcare 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$204K ﹤0.01%
+2,666
352
$203K ﹤0.01%
+3,241
353
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-6,212
354
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-26,303
355
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-89,816
356
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-3,259
357
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-6,324
358
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-3,613
359
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-2,300
360
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-7,986
361
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362
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-12,298
363
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-4,734
364
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-3,935
365
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-5,232
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