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
$32.3B
AUM Growth
+$1.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$75.3M
3
+$54.6M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$48.8M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$42M

Top Sells

1
+$329M
2
+$44M
3
+$42.4M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$26.8M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$19.9M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$24.9M 0.08%
724,663
+3,392
52
$22.2M 0.07%
294,140
+28,657
53
$20.8M 0.06%
222,517
-7,958
54
$18.7M 0.06%
200,487
-32,643
55
$18.6M 0.06%
410,732
+170,710
56
$17.8M 0.06%
377,108
+77,012
57
$15.3M 0.05%
429,472
+69,605
58
$14.6M 0.05%
287,949
+139,115
59
$14M 0.04%
129,902
+5,351
60
$13.2M 0.04%
582,014
+101,833
61
$12.8M 0.04%
170,196
+13,942
62
$12.4M 0.04%
33,505
+724
63
$11.8M 0.04%
427,855
-9,369
64
$11.4M 0.04%
147,152
-10,992
65
$11.2M 0.03%
116,135
-57,042
66
$10.9M 0.03%
398,385
+128,661
67
$10.1M 0.03%
219,119
+12,881
68
$10.1M 0.03%
134,435
+13,719
69
$9.36M 0.03%
233,002
+34,236
70
$9.32M 0.03%
45,312
+3,440
71
$9.26M 0.03%
474,303
-9,111
72
$8.42M 0.03%
407,769
-31,163
73
$7.91M 0.02%
453,366
+34,257
74
$7.07M 0.02%
278,691
-71,670
75
$6.95M 0.02%
64,904
+4,929
1 2
3
4 5