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
$13.8B
AUM Growth
+$1.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$274M
2
+$238M
3
+$119M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$99.5M
5
VTV icon
Vanguard Value ETF
VTV
+$72.5M

Top Sells

1
+$15.2M
2
+$6.03M
3
+$1.24M
4
VFH icon
Vanguard Financials ETF
VFH
+$276

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.48M 0.02%
56,732
+28,593
52
$2.44M 0.02%
50,103
+29,965
53
$2.33M 0.02%
35,536
+13,782
54
$2.15M 0.02%
28,297
+8,248
55
$2.12M 0.02%
58,964
+3,286
56
$2.09M 0.02%
43,391
+21,517
57
$1.99M 0.01%
7,466
+335
58
$1.92M 0.01%
24,756
+16,590
59
$1.92M 0.01%
70,055
+45,356
60
$1.88M 0.01%
70,830
+5,525
61
$1.82M 0.01%
103,260
+89,202
62
$1.72M 0.01%
17,180
+7,487
63
$1.51M 0.01%
11,787
+2,924
64
$1.51M 0.01%
31,356
+19,146
65
$1.46M 0.01%
19,048
+10,548
66
$1.46M 0.01%
28,449
+5,958
67
$1.43M 0.01%
17,748
+3,584
68
$1.29M 0.01%
14,562
+3,654
69
$1.27M 0.01%
+15,277
70
$1.2M 0.01%
19,510
+2,366
71
$1.01M 0.01%
26,899
+7,703
72
$994K 0.01%
77,830
+6,880
73
$966K 0.01%
52,408
+5,965
74
$848K 0.01%
27,911
+1,216
75
$790K 0.01%
14,858
+5,044
1 2
3
4