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
$30.9B
AUM Growth
+$1.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$59.3M
3
+$41.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$38.4M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$32.7M

Top Sells

1
+$48.2M
2
+$38.6M
3
+$25.3M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$13.7M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$6.08M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.21M 0.02%
173,044
-9,148
77
$6.76M 0.02%
419,109
-9,183
78
$6.55M 0.02%
283,872
+9,743
79
$6.16M 0.02%
59,975
+13,012
80
$6.14M 0.02%
121,534
+1,348
81
$5.98M 0.02%
96,991
-4,451
82
$5.63M 0.02%
161,998
+9,992
83
$5.47M 0.02%
102,323
+6,697
84
$5.38M 0.02%
70,526
+3,454
85
$5.32M 0.02%
87,912
-7,747
86
$5.23M 0.02%
91,092
+13,768
87
$5.23M 0.02%
22,680
-216
88
$5.16M 0.02%
268,869
-36,914
89
$4.98M 0.02%
33,927
+6,395
90
$4.78M 0.02%
112,445
+70,525
91
$4.71M 0.02%
63,916
-1,333
92
$4.62M 0.02%
93,112
-25,704
93
$4.43M 0.01%
53,950
+1,629
94
$4.25M 0.01%
84,448
+2,705
95
$4.03M 0.01%
9,795
-6,805
96
$3.92M 0.01%
96,598
+1,103
97
$3.51M 0.01%
36,284
-2,713
98
$3.48M 0.01%
125,002
+2,722
99
$3.45M 0.01%
141,676
+121,248
100
$3.43M 0.01%
97,404
-7,641
2 3
4
5 6