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
$32.3B
AUM Growth
+$1.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$75.3M
3
+$54.6M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$48.8M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$42M

Top Sells

1
+$329M
2
+$44M
3
+$42.4M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$26.8M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$19.9M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.36M 0.02%
153,528
-19,516
77
$6.34M 0.02%
151,958
+39,513
78
$5.86M 0.02%
169,937
+7,939
79
$5.81M 0.02%
109,115
+6,792
80
$5.76M 0.02%
37,007
+3,080
81
$5.64M 0.02%
241,951
-41,921
82
$5.51M 0.02%
21,694
-986
83
$5.47M 0.02%
96,019
+4,927
84
$5.39M 0.02%
276,372
+7,503
85
$5.23M 0.02%
69,647
+5,731
86
$5.21M 0.02%
103,873
-17,661
87
$4.94M 0.02%
11,084
+1,289
88
$4.46M 0.01%
90,904
+6,456
89
$4.11M 0.01%
82,746
-10,366
90
$4.08M 0.01%
174,076
+30,313
91
$3.98M 0.01%
164,197
+63,773
92
$3.86M 0.01%
138,128
+13,126
93
$3.79M 0.01%
94,413
-2,185
94
$3.75M 0.01%
16,332
+907
95
$3.31M 0.01%
94,445
-4,456
96
$3.25M 0.01%
128,976
-12,700
97
$3.19M 0.01%
50,208
+21,609
98
$3.15M 0.01%
99,534
-1,514
99
$3.13M 0.01%
35,542
-186
100
$3.08M 0.01%
30,622
+23,416
2 3
4
5 6