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
$38.6B
AUM Growth
+$1.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$582M
2
+$267M
3
+$250M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$127M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$89.1M

Top Sells

1
+$228M
2
+$160M
3
+$132M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$86M
5
VTV icon
Vanguard Value ETF
VTV
+$84.8M

Sector Composition

1 Technology 0.02%
2 Consumer Discretionary 0.01%
3 Communication Services 0%
4 Financials 0%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$232M 0.6%
1,265,178
+5,355
27
$231M 0.6%
1,911,224
-67,438
28
$226M 0.59%
6,716,207
+1,038,539
29
$176M 0.46%
1,590,715
-162,591
30
$147M 0.38%
3,008,399
-135,144
31
$146M 0.38%
3,009,028
-334,239
32
$136M 0.35%
893,505
-39,495
33
$125M 0.32%
1,984,831
-123,763
34
$122M 0.32%
4,951,473
-153,963
35
$112M 0.29%
224,390
+927
36
$106M 0.27%
3,147,310
+160,099
37
$96.9M 0.25%
1,345,507
-45,079
38
$94.5M 0.24%
172,682
+124,028
39
$87.4M 0.23%
1,960,498
-155,791
40
$79.3M 0.21%
435,867
-10,664
41
$75.5M 0.2%
1,187,388
+211,684
42
$75.4M 0.2%
201,700
-339
43
$72.9M 0.19%
1,583,093
+128,778
44
$69.3M 0.18%
1,387,874
+185,863
45
$67.8M 0.18%
2,102,513
+265,740
46
$63.8M 0.17%
2,978,958
+2,267,868
47
$63.7M 0.17%
+1,349,895
48
$55.1M 0.14%
1,183,727
+127,506
49
$54.3M 0.14%
856,494
+128,324
50
$53M 0.14%
1,298,747
+61,562
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