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
$34.7B
AUM Growth
+$3.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$97.2M
3
+$84.4M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$61.1M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$53.6M

Top Sells

1
+$54M
2
+$30.8M
3
+$28M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$26.8M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$17.3M

Sector Composition

1 Technology 0%
2 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$179M 0.52%
3,568,494
-105,992
27
$170M 0.49%
5,194,394
+308,737
28
$157M 0.45%
3,364,361
+520,428
29
$152M 0.44%
978,758
-79,943
30
$141M 0.41%
2,212,892
+79,994
31
$129M 0.37%
5,511,855
-106,290
32
$108M 0.31%
1,474,129
-20,075
33
$97.6M 0.28%
223,437
-14,679
34
$87.1M 0.25%
2,715,480
+81,351
35
$80.8M 0.23%
2,080,760
-7,750
36
$80.2M 0.23%
461,260
-12,998
37
$59.3M 0.17%
1,270,098
-60,152
38
$59.1M 0.17%
189,984
+679
39
$53.7M 0.15%
964,591
-976
40
$47M 0.14%
994,660
+19,751
41
$46.8M 0.13%
514,125
-18,899
42
$46.5M 0.13%
1,191,727
+11,457
43
$43.4M 0.12%
687,216
+42,011
44
$43.2M 0.12%
1,408,731
+36,660
45
$41.9M 0.12%
1,432,423
+295,487
46
$41.8M 0.12%
1,255,713
+184,048
47
$33.4M 0.1%
797,230
+54,383
48
$32.4M 0.09%
381,110
-7,063
49
$28.9M 0.08%
135,236
+1,890
50
$28.1M 0.08%
911,224
+30,297
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