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
$30.9B
AUM Growth
+$1.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$59.3M
3
+$41.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$38.4M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$32.7M

Top Sells

1
+$48.2M
2
+$38.6M
3
+$25.3M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$13.7M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$6.08M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$21.8M 0.07%
853,904
+170,474
52
$20.3M 0.07%
265,483
+6,468
53
$20.2M 0.07%
230,475
-10,195
54
$17.2M 0.06%
173,177
-21,085
55
$15M 0.05%
521,300
+131,109
56
$14.4M 0.05%
300,096
+15,254
57
$13.7M 0.04%
124,551
-855
58
$12.2M 0.04%
359,867
+49,734
59
$12.1M 0.04%
437,224
-22,815
60
$12M 0.04%
158,144
+53,482
61
$12M 0.04%
156,254
+2,124
62
$11.1M 0.04%
480,181
+32,871
63
$11M 0.04%
240,022
-5,157
64
$10.5M 0.03%
32,781
+1,316
65
$9.6M 0.03%
206,238
+422
66
$9.51M 0.03%
181,558
-9,319
67
$9.43M 0.03%
483,414
-11,126
68
$9.33M 0.03%
438,932
+93,855
69
$9.25M 0.03%
120,716
-1,525
70
$8.85M 0.03%
350,361
+122,315
71
$8.16M 0.03%
41,872
-763
72
$8.06M 0.03%
198,766
+21,446
73
$7.63M 0.02%
247,053
-13,917
74
$7.5M 0.02%
148,834
-19,075
75
$7.27M 0.02%
269,724
+33,517
1 2
3
4 5