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
$13.8B
AUM Growth
+$1.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$274M
2
+$238M
3
+$119M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$99.5M
5
VTV icon
Vanguard Value ETF
VTV
+$72.5M

Top Sells

1
+$15.2M
2
+$6.03M
3
+$1.24M
4
VFH icon
Vanguard Financials ETF
VFH
+$276

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$696K 0.01%
12,792
+2,566
77
$675K ﹤0.01%
8,166
78
$656K ﹤0.01%
11,542
+1,941
79
$563K ﹤0.01%
13,946
+764
80
$514K ﹤0.01%
3,128
+757
81
$503K ﹤0.01%
+8,576
82
$489K ﹤0.01%
4,339
+1,996
83
$468K ﹤0.01%
7,677
+507
84
$439K ﹤0.01%
+8,694
85
$427K ﹤0.01%
9,979
86
$414K ﹤0.01%
6,654
+110
87
$386K ﹤0.01%
6,089
88
$285K ﹤0.01%
2,194
+61
89
$277K ﹤0.01%
3,775
+389
90
$266K ﹤0.01%
+2,903
91
$266K ﹤0.01%
+2,224
92
$207K ﹤0.01%
2,996
-4
93
$200K ﹤0.01%
+1,360
94
– –
-11,776
1 2 3
4