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
$13.8B
AUM Growth
+$1.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$274M
2
+$238M
3
+$119M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$99.5M
5
VTV icon
Vanguard Value ETF
VTV
+$72.5M

Top Sells

1
+$15.2M
2
+$6.03M
3
+$1.24M
4
VFH icon
Vanguard Financials ETF
VFH
+$276

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.2M 0.12%
534,781
+229,665
27
$13.2M 0.1%
157,306
+51,849
28
$12.2M 0.09%
340,316
+148,681
29
$9.06M 0.07%
135,943
+118,164
30
$7.76M 0.06%
127,940
+90,794
31
$6.9M 0.05%
172,919
+18,139
32
$5.95M 0.04%
57,342
+29,232
33
$5.59M 0.04%
214,954
+13,218
34
$5.53M 0.04%
38,835
+9,861
35
$5.46M 0.04%
217,342
+20,028
36
$5.33M 0.04%
91,995
+17,524
37
$5.19M 0.04%
21,357
+20,113
38
$4.5M 0.03%
88,136
+53,745
39
$4.49M 0.03%
92,249
+38,574
40
$4.13M 0.03%
48,189
+17,288
41
$4.02M 0.03%
77,530
+51,212
42
$3.87M 0.03%
139,267
+12,270
43
$3.77M 0.03%
135,613
+67,805
44
$3.56M 0.03%
63,960
+53,912
45
$3.53M 0.03%
92,688
+7,766
46
$3.52M 0.03%
39,643
+15,556
47
$3.4M 0.02%
150,017
+7,010
48
$3.19M 0.02%
26,734
+13,640
49
$2.8M 0.02%
35,827
+7,211
50
$2.78M 0.02%
18,881
+5,781
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