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
$28B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
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
$6.61M 0.02%
101,435
77
$6.49M 0.02%
302,459
78
$6.4M 0.02%
158,823
79
$6.21M 0.02%
417,513
80
$5.58M 0.02%
103,888
81
$5.52M 0.02%
66,683
82
$5.43M 0.02%
220,563
83
$5.43M 0.02%
292,920
84
$5.32M 0.02%
56,334
85
$4.95M 0.02%
64,879
86
$4.89M 0.02%
12,894
87
$4.84M 0.02%
42,142
88
$4.83M 0.02%
143,252
89
$4.52M 0.02%
187,077
90
$4.5M 0.02%
85,476
91
$4.17M 0.01%
44,125
92
$4.13M 0.01%
60,169
93
$4.04M 0.01%
72,822
94
$3.88M 0.01%
75,253
95
$3.62M 0.01%
81,659
96
$3.61M 0.01%
104,755
97
$3.41M 0.01%
97,005
98
$3.25M 0.01%
113,408
99
$3.23M 0.01%
57,301
100
$3.19M 0.01%
54,233
2 3
4
5 6