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
376
$228K ﹤0.01%
+856
377
$227K ﹤0.01%
2,478
-1,263
378
$227K ﹤0.01%
3,002
+336
379
$225K ﹤0.01%
+4,084
380
$223K ﹤0.01%
3,052
-79
381
$222K ﹤0.01%
+3,150
382
$222K ﹤0.01%
2,235
+210
383
$221K ﹤0.01%
+2,911
384
$216K ﹤0.01%
+5,210
385
$216K ﹤0.01%
+5,507
386
$214K ﹤0.01%
2,129
-661
387
$205K ﹤0.01%
+3,638
388
$202K ﹤0.01%
+3,944
389
$202K ﹤0.01%
7,612
-4,753
390
$201K ﹤0.01%
+2,551
391
$201K ﹤0.01%
+764
392
$200K ﹤0.01%
6,473
-78
393
– –
-7,458
394
– –
-15,841
395
– –
-5,353
396
– –
-6,348
397
– –
-7,801
398
– –
-4,470
399
– –
-8,117
400
– –
-7,928
13 14 15
16
17