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
$17.6B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.31M 0.02%
40,062
52
$4.3M 0.02%
42,806
53
$4.2M 0.02%
177,461
54
$3.9M 0.02%
191,693
55
$3.82M 0.02%
24,368
56
$3.75M 0.02%
65,409
57
$3.5M 0.02%
139,350
58
$3.45M 0.02%
64,476
59
$3.23M 0.02%
124,216
60
$3.12M 0.02%
35,709
61
$3.07M 0.02%
64,205
62
$3.02M 0.02%
104,180
63
$2.96M 0.02%
55,973
64
$2.93M 0.02%
9,930
65
$2.85M 0.02%
33,008
66
$2.73M 0.02%
18,288
67
$2.68M 0.02%
74,411
68
$2.52M 0.01%
26,017
69
$1.98M 0.01%
56,966
70
$1.85M 0.01%
37,525
71
$1.65M 0.01%
52,266
72
$1.54M 0.01%
27,125
73
$1.53M 0.01%
25,938
74
$1.36M 0.01%
59,688
75
$1.26M 0.01%
23,671
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