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
$28B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$153M 0.55%
1,115,120
27
$133M 0.48%
6,399,597
28
$114M 0.41%
1,517,639
29
$112M 0.4%
1,822,273
30
$99.1M 0.35%
3,566,820
31
$77.9M 0.28%
2,115,239
32
$73.2M 0.26%
532,560
33
$65.1M 0.23%
2,016,079
34
$62.2M 0.22%
2,023,236
35
$54.5M 0.19%
157,061
36
$46.2M 0.17%
641,886
37
$38.7M 0.14%
810,027
38
$38M 0.14%
170,363
39
$35.5M 0.13%
1,083,912
40
$35.2M 0.13%
805,173
41
$31.7M 0.11%
602,932
42
$30.9M 0.11%
762,954
43
$27.1M 0.1%
408,614
44
$25.7M 0.09%
862,674
45
$21.7M 0.08%
471,195
46
$20.7M 0.07%
255,975
47
$20.4M 0.07%
667,372
48
$18.6M 0.07%
242,487
49
$18.5M 0.07%
531,676
50
$15.2M 0.05%
86,129
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