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
$17.6B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$979K 0.01%
32,190
77
$930K 0.01%
4,993
78
$873K ﹤0.01%
21,750
79
$844K ﹤0.01%
62,070
80
$835K ﹤0.01%
37,596
81
$760K ﹤0.01%
12,726
82
$718K ﹤0.01%
8,212
83
$706K ﹤0.01%
13,386
84
$684K ﹤0.01%
41,794
85
$649K ﹤0.01%
14,934
86
$617K ﹤0.01%
5,865
87
$597K ﹤0.01%
4,751
88
$573K ﹤0.01%
1,956
89
$572K ﹤0.01%
8,979
90
$505K ﹤0.01%
3,133
91
$451K ﹤0.01%
10,513
92
$449K ﹤0.01%
7,046
93
$444K ﹤0.01%
8,518
94
$431K ﹤0.01%
9,979
95
$384K ﹤0.01%
3,413
96
$368K ﹤0.01%
2,890
97
$354K ﹤0.01%
12,708
98
$349K ﹤0.01%
10,100
99
$340K ﹤0.01%
3,087
100
$326K ﹤0.01%
8,870
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4
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