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
$31.4B
AUM Growth
-$686M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$304M
2
+$198M
3
+$187M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$147M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$126M

Top Sells

1
+$308M
2
+$64.7M
3
+$41.5M
4
VTV icon
Vanguard Value ETF
VTV
+$31.1M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$22.6M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.91M 0.02%
305,683
+180,234
77
$6.88M 0.02%
82,500
+3,247
78
$6.3M 0.02%
252,494
+74,780
79
$5.85M 0.02%
210,695
+12,852
80
$5.62M 0.02%
12,396
+1,814
81
$5.57M 0.02%
147,724
-31,483
82
$5.54M 0.02%
308,379
+287,121
83
$5.45M 0.02%
69,748
+3,085
84
$5.41M 0.02%
114,499
-7,561
85
$5.25M 0.02%
19,065
+4,446
86
$5.21M 0.02%
95,588
-3,907
87
$5.1M 0.02%
90,383
+9,223
88
$5.07M 0.02%
48,352
-6,417
89
$4.83M 0.02%
171,625
+79,840
90
$4.76M 0.02%
78,081
-15,296
91
$4.54M 0.01%
41,365
+1,464
92
$4.48M 0.01%
77,020
-11,600
93
$4.26M 0.01%
45,431
+2,486
94
$3.88M 0.01%
+49,073
95
$3.84M 0.01%
73,990
+19,841
96
$3.7M 0.01%
34,470
-9,714
97
$3.62M 0.01%
100,783
+9,343
98
$3.54M 0.01%
72,238
+19,209
99
$3.35M 0.01%
40,159
+3,426
100
$3.31M 0.01%
13,356
+472
2 3
4
5 6