Betterment LLC

Betterment LLC Portfolio holdings

AUM $52.8B
1-Year Est. Return 15.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$50.6B
AUM Growth
+$3.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$350M
2
+$299M
3
+$196M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$149M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$122M

Top Sells

1
+$165M
2
+$130M
3
+$110M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$47.1M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$23M

Sector Composition

1 Technology 0.03%
2 Consumer Discretionary 0.01%
3 Communication Services 0.01%
4 Financials 0.01%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$260K ﹤0.01%
8,309
+118
477
$259K ﹤0.01%
999
+14
478
$258K ﹤0.01%
2,253
+28
479
$257K ﹤0.01%
4,515
-845
480
$257K ﹤0.01%
5,236
+408
481
$256K ﹤0.01%
+1,537
482
$255K ﹤0.01%
1,516
-1,077
483
$254K ﹤0.01%
5,537
+68
484
$246K ﹤0.01%
6,411
-18,982
485
$245K ﹤0.01%
992
-5
486
$244K ﹤0.01%
5,361
-59
487
$243K ﹤0.01%
5,459
-90
488
$240K ﹤0.01%
2,186
-274
489
$240K ﹤0.01%
1,679
-41
490
$240K ﹤0.01%
5,688
-2,284
491
$233K ﹤0.01%
5,748
+251
492
$233K ﹤0.01%
7,082
-77
493
$230K ﹤0.01%
+5,036
494
$230K ﹤0.01%
5,845
-36
495
$229K ﹤0.01%
2,184
+13
496
$228K ﹤0.01%
9,404
+172
497
$228K ﹤0.01%
686
+26
498
$227K ﹤0.01%
4,873
-14
499
$227K ﹤0.01%
+5,016
500
$224K ﹤0.01%
+1,960
18 19
20
21 22