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
$41.9B
AUM Growth
+$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$485M
2
+$264M
3
+$146M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$109M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$109M

Top Sells

1
+$199M
2
+$57.7M
3
+$42.2M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$33.9M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$31.1M

Sector Composition

1 Technology 0.03%
2 Consumer Discretionary 0.01%
3 Financials 0.01%
4 Industrials 0.01%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$226K ﹤0.01%
8,153
427
$224K ﹤0.01%
+1,160
428
$223K ﹤0.01%
+2,117
429
$218K ﹤0.01%
+539
430
$217K ﹤0.01%
9,238
+286
431
$215K ﹤0.01%
5,460
-2,248
432
$214K ﹤0.01%
+1,809
433
$213K ﹤0.01%
5,185
-2,566
434
$212K ﹤0.01%
+5,126
435
$212K ﹤0.01%
+9,111
436
$211K ﹤0.01%
5,423
+132
437
$211K ﹤0.01%
8,482
-4,433
438
$210K ﹤0.01%
+6,029
439
$208K ﹤0.01%
+4,820
440
$208K ﹤0.01%
+227
441
$207K ﹤0.01%
+4,898
442
$207K ﹤0.01%
+3,333
443
$206K ﹤0.01%
+7,960
444
$200K ﹤0.01%
8,369
+177
445
– –
-9,211
446
– –
-7,294
447
– –
-7,959
448
– –
-19,631
449
– –
-3,657
450
– –
-9,038
15 16 17
18
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