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
$30.9B
AUM Growth
+$1.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$59.3M
3
+$41.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$38.4M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$32.7M

Top Sells

1
+$48.2M
2
+$38.6M
3
+$25.3M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$13.7M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$6.08M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$160M 0.52%
1,166,160
+57,924
27
$156M 0.51%
1,575,610
+597,453
28
$133M 0.43%
2,131,205
-53,321
29
$129M 0.42%
5,902,908
-128,820
30
$127M 0.41%
4,131,140
+85,345
31
$110M 0.36%
2,694,456
+521,684
32
$106M 0.34%
1,442,297
-16,220
33
$83.2M 0.27%
221,301
+8,297
34
$75.8M 0.25%
2,409,480
+40,769
35
$75.7M 0.25%
498,897
-8,889
36
$69M 0.22%
2,075,322
+20,985
37
$44.8M 0.15%
1,049,188
+76,670
38
$44.7M 0.14%
572,982
-29,016
39
$44.3M 0.14%
177,646
+6,130
40
$44.1M 0.14%
927,588
+28,519
41
$42.3M 0.14%
898,470
+21,141
42
$41.6M 0.13%
1,124,119
-9,587
43
$32.8M 0.11%
4,580,545
+4,123,659
44
$31M 0.1%
558,604
+36,771
45
$25.1M 0.08%
595,931
+30,373
46
$24.8M 0.08%
833,660
+735
47
$24.6M 0.08%
721,271
-2,388
48
$24.3M 0.08%
806,036
+16,160
49
$23M 0.07%
121,360
+3,394
50
$22.1M 0.07%
233,130
-12,535
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