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
$31.4B
AUM Growth
-$686M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$304M
2
+$198M
3
+$187M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$147M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$126M

Top Sells

1
+$308M
2
+$64.7M
3
+$41.5M
4
VTV icon
Vanguard Value ETF
VTV
+$31.1M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$22.6M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$173M 0.55%
1,061,769
+81,108
27
$158M 0.5%
2,267,522
+608,271
28
$156M 0.5%
6,549,201
-246,318
29
$122M 0.39%
1,538,059
-5,375
30
$114M 0.36%
3,497,769
+242,808
31
$85.2M 0.27%
547,009
-15,461
32
$75.3M 0.24%
2,035,338
+47,430
33
$72.6M 0.23%
1,975,889
+188,390
34
$65.9M 0.21%
158,758
+37,046
35
$54.4M 0.17%
627,743
-73,923
36
$52.6M 0.17%
1,260,554
+414,165
37
$43.9M 0.14%
152,685
+2,139
38
$40.7M 0.13%
804,858
+54,552
39
$37.6M 0.12%
977,898
+110,042
40
$36M 0.11%
680,660
+176,471
41
$33.8M 0.11%
546,119
+27,910
42
$30.4M 0.1%
585,559
+354,429
43
$24.9M 0.08%
307,638
+65,749
44
$24.4M 0.08%
252,314
-3,131
45
$22.2M 0.07%
574,282
+145,783
46
$21.6M 0.07%
433,401
+28,881
47
$21.5M 0.07%
627,358
+20,172
48
$21.1M 0.07%
622,142
+47,221
49
$18.9M 0.06%
88,959
+9,194
50
$18.8M 0.06%
240,981
-162
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