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
351
$281K ﹤0.01%
+4,758
352
$281K ﹤0.01%
7,082
+105
353
$277K ﹤0.01%
+1,366
354
$276K ﹤0.01%
+1,898
355
$274K ﹤0.01%
16,140
356
$273K ﹤0.01%
+5,150
357
$271K ﹤0.01%
6,510
+144
358
$264K ﹤0.01%
4,286
+241
359
$257K ﹤0.01%
8,092
+1,308
360
$257K ﹤0.01%
+5,141
361
$254K ﹤0.01%
2,081
+50
362
$252K ﹤0.01%
+558
363
$251K ﹤0.01%
2,971
-958
364
$248K ﹤0.01%
+5,217
365
$248K ﹤0.01%
+563
366
$248K ﹤0.01%
+1,095
367
$247K ﹤0.01%
8,540
+592
368
$247K ﹤0.01%
10,086
-3,501
369
$244K ﹤0.01%
+3,847
370
$240K ﹤0.01%
7,299
-1,230
371
$237K ﹤0.01%
5,500
+434
372
$235K ﹤0.01%
8,666
+1
373
$233K ﹤0.01%
8,153
374
$229K ﹤0.01%
+2,084
375
$228K ﹤0.01%
+5,798
13 14
15
16 17