Betterment LLC

Betterment LLC Portfolio holdings

AUM $52.5B
1-Year Est. Return 15.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.96B
AUM Growth
+$1.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$197K ﹤0.01%
3,631
+1,022