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
$34.7B
AUM Growth
+$3.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$97.2M
3
+$84.4M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$61.1M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$53.6M

Top Sells

1
+$54M
2
+$30.8M
3
+$28M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$26.8M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$17.3M

Sector Composition

1 Technology 0%
2 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$27.9M 0.08%
788,179
+116,947
52
$24.2M 0.07%
313,879
+7,844
53
$23.8M 0.07%
829,488
+256,879
54
$21.8M 0.06%
471,550
+23,755
55
$20.8M 0.06%
207,256
-11,837
56
$19.5M 0.06%
408,014
+12,701
57
$17.4M 0.05%
510,810
+429,430
58
$16.4M 0.05%
430,730
-12,765
59
$15.2M 0.04%
137,170
+1,549
60
$14.4M 0.04%
616,795
+17,080
61
$13.3M 0.04%
32,533
-1,282
62
$12.8M 0.04%
167,135
-1,236
63
$12.3M 0.04%
130,216
-25,274
64
$11.6M 0.03%
235,165
+11,479
65
$11.5M 0.03%
281,013
+21,820
66
$11.2M 0.03%
263,981
+49,730
67
$11.1M 0.03%
148,183
-5,332
68
$10.9M 0.03%
395,972
-31,331
69
$10.4M 0.03%
47,243
+731
70
$10.3M 0.03%
497,183
-14,183
71
$10.2M 0.03%
219,334
-9,533
72
$9.85M 0.03%
389,320
+344,110
73
$9.54M 0.03%
373,787
+114,345
74
$9.35M 0.03%
481,304
+24,001
75
$9.14M 0.03%
+202,055
1 2
3
4 5