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
$38.6B
AUM Growth
+$1.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$582M
2
+$267M
3
+$250M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$127M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$89.1M

Top Sells

1
+$228M
2
+$160M
3
+$132M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$86M
5
VTV icon
Vanguard Value ETF
VTV
+$84.8M

Sector Composition

1 Technology 0.02%
2 Consumer Discretionary 0.01%
3 Communication Services 0%
4 Financials 0%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14.3M 0.04%
288,102
+23,920
77
$13.9M 0.04%
185,435
+11,514
78
$13.3M 0.03%
329,437
+17,416
79
$13.2M 0.03%
147,172
+10,430
80
$13.1M 0.03%
257,157
+18,448
81
$12.7M 0.03%
483,724
+216,731
82
$12.3M 0.03%
277,375
+71,236
83
$12.2M 0.03%
235,744
+45,919
84
$11.5M 0.03%
163,131
+3,958
85
$11.1M 0.03%
390,773
-2,821
86
$11.1M 0.03%
192,718
+90,858
87
$10.9M 0.03%
258,409
+56,318
88
$10.8M 0.03%
189,166
+25,892
89
$10.6M 0.03%
531,181
-26,527
90
$10.6M 0.03%
233,366
+3,505
91
$9.92M 0.03%
389,927
+31,460
92
$9.5M 0.02%
466,433
-38,992
93
$9.42M 0.02%
+260,347
94
$9.21M 0.02%
86,335
+68,294
95
$9.08M 0.02%
98,852
-26,260
96
$9M 0.02%
191,583
+31,194
97
$8.79M 0.02%
+174,732
98
$8.63M 0.02%
145,061
+43,024
99
$8.49M 0.02%
239,494
-15,454
100
$8.29M 0.02%
155,257
+22,705
2 3
4
5 6