Betterment LLC

Betterment LLC Portfolio holdings

AUM $52.8B
1-Year Est. Return 15.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$50.6B
AUM Growth
+$3.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$350M
2
+$299M
3
+$196M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$149M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$122M

Top Sells

1
+$165M
2
+$130M
3
+$110M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$47.1M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$23M

Sector Composition

1 Technology 0.03%
2 Consumer Discretionary 0.01%
3 Communication Services 0.01%
4 Financials 0.01%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$462K ﹤0.01%
8,644
+43
402
$458K ﹤0.01%
9,023
+3,290
403
$451K ﹤0.01%
+10,846
404
$445K ﹤0.01%
+16,385
405
$444K ﹤0.01%
2,341
-794
406
$444K ﹤0.01%
10,109
-531
407
$442K ﹤0.01%
4,292
+19
408
$441K ﹤0.01%
11,401
+3,176
409
$441K ﹤0.01%
3,119
-387
410
$432K ﹤0.01%
1,141
+134
411
$431K ﹤0.01%
16,873
+967
412
$424K ﹤0.01%
8,321
+2,037
413
$423K ﹤0.01%
6,586
+367
414
$422K ﹤0.01%
4,366
+1,165
415
$420K ﹤0.01%
24,098
+1,391
416
$417K ﹤0.01%
5,325
+527
417
$404K ﹤0.01%
678
+28
418
$401K ﹤0.01%
2,775
+9
419
$398K ﹤0.01%
9,903
+987
420
$397K ﹤0.01%
3,941
+1,544
421
$395K ﹤0.01%
18,550
+6,352
422
$395K ﹤0.01%
4,352
-313
423
$388K ﹤0.01%
2,818
+88
424
$383K ﹤0.01%
3,548
-37
425
$382K ﹤0.01%
13,335
+2,387
15 16
17
18 19