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
$34.7B
AUM Growth
+$3.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$97.2M
3
+$84.4M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$61.1M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$53.6M

Top Sells

1
+$54M
2
+$30.8M
3
+$28M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$26.8M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$17.3M

Sector Composition

1 Technology 0%
2 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.92M 0.03%
474,441
-19,515
77
$8.64M 0.02%
103,733
-8,866
78
$8.58M 0.02%
169,552
-100,882
79
$8.57M 0.02%
75,183
+8,911
80
$8.29M 0.02%
17,353
+558
81
$8.15M 0.02%
229,237
+30,502
82
$7.71M 0.02%
+128,762
83
$7.5M 0.02%
77,762
-502
84
$7.08M 0.02%
140,249
+2,029
85
$7.08M 0.02%
293,490
+65,758
86
$6.84M 0.02%
130,701
+58,018
87
$6.7M 0.02%
115,581
+1,168
88
$6.63M 0.02%
156,938
+14,623
89
$6.53M 0.02%
38,880
+1,845
90
$6.4M 0.02%
80,612
+7,228
91
$6.3M 0.02%
36,973
+23,754
92
$6.1M 0.02%
112,701
-1,450
93
$5.86M 0.02%
21,629
-391
94
$5.57M 0.02%
210,884
-11,052
95
$5.21M 0.02%
252,577
-17,761
96
$5.12M 0.01%
209,733
-16,314
97
$5.07M 0.01%
98,951
+8,251
98
$4.7M 0.01%
95,966
+1,546
99
$4.6M 0.01%
74,797
+8,556
100
$4.39M 0.01%
152,175
+6,725
2 3
4
5 6