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
$38.6B
AUM Growth
+$1.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$582M
2
+$267M
3
+$250M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$127M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$89.1M

Top Sells

1
+$228M
2
+$160M
3
+$132M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$86M
5
VTV icon
Vanguard Value ETF
VTV
+$84.8M

Sector Composition

1 Technology 0.02%
2 Consumer Discretionary 0.01%
3 Communication Services 0%
4 Financials 0%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$53M 0.14%
1,375,401
+900,955
52
$50.4M 0.13%
1,541,395
+108,330
53
$48.4M 0.13%
1,380,571
+603,785
54
$46.4M 0.12%
447,015
-42,938
55
$41M 0.11%
1,094,099
+69,623
56
$39.6M 0.1%
849,354
+411,451
57
$36.2M 0.09%
374,736
+15,249
58
$35.9M 0.09%
467,752
+28,622
59
$31.3M 0.08%
143,581
+3,604
60
$30M 0.08%
663,632
+124,488
61
$28.5M 0.07%
1,085,052
+233,354
62
$27.6M 0.07%
664,878
+81,642
63
$26.9M 0.07%
905,454
+78,274
64
$26.3M 0.07%
645,058
-166,359
65
$26.1M 0.07%
806,292
-163,088
66
$23.6M 0.06%
1,036,957
+366,392
67
$21.7M 0.06%
192,784
-6,741
68
$19.4M 0.05%
514,334
-31,127
69
$18.7M 0.05%
700,507
+96,519
70
$17.9M 0.05%
37,392
+3,201
71
$17.3M 0.04%
75,461
+28
72
$17.3M 0.04%
391,965
+343,444
73
$17.1M 0.04%
93,591
+11,850
74
$15.3M 0.04%
302,225
+215,245
75
$14.5M 0.04%
135,594
-559
1 2
3
4 5