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
$41.9B
AUM Growth
+$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$485M
2
+$264M
3
+$146M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$109M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$109M

Top Sells

1
+$199M
2
+$57.7M
3
+$42.2M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$33.9M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$31.1M

Sector Composition

1 Technology 0.03%
2 Consumer Discretionary 0.01%
3 Financials 0.01%
4 Industrials 0.01%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$21.6M 0.05%
823,919
+64,970
77
$21.4M 0.05%
481,661
+89,500
78
$21.4M 0.05%
385,744
+62,003
79
$19.5M 0.05%
76,779
+6
80
$19.4M 0.05%
485,705
+48,072
81
$19.4M 0.05%
236,154
+24,615
82
$17.1M 0.04%
400,515
+57,482
83
$16.6M 0.04%
154,954
+25,271
84
$16.4M 0.04%
256,060
+3,807
85
$16.4M 0.04%
219,701
+19,561
86
$16.4M 0.04%
62,028
+23,689
87
$14.9M 0.04%
154,444
+2,980
88
$14.8M 0.04%
299,138
+6,995
89
$14.6M 0.03%
262,780
+13,827
90
$14.2M 0.03%
319,752
-143,249
91
$13.2M 0.03%
437,930
+74,835
92
$13M 0.03%
189,412
+18,053
93
$12.9M 0.03%
503,117
+160,844
94
$12.7M 0.03%
335,548
+142,745
95
$12.7M 0.03%
+502,686
96
$12.4M 0.03%
272,759
+13,212
97
$12.3M 0.03%
582,627
+35,064
98
$12.1M 0.03%
211,049
+16,359
99
$11.9M 0.03%
+142,776
100
$11.8M 0.03%
460,793
+19,249
2 3
4
5 6