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
$31.4B
AUM Growth
-$686M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$304M
2
+$198M
3
+$187M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$147M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$126M

Top Sells

1
+$308M
2
+$64.7M
3
+$41.5M
4
VTV icon
Vanguard Value ETF
VTV
+$31.1M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$22.6M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.2M 0.01%
124,969
+3,579
102
$3.19M 0.01%
95,245
+6,136
103
$3.15M 0.01%
96,499
+84,433
104
$3.09M 0.01%
33,437
+2,978
105
$2.98M 0.01%
34,685
-3,594
106
$2.97M 0.01%
19,727
+4,121
107
$2.93M 0.01%
105,475
+36,114
108
$2.84M 0.01%
47,939
+5,248
109
$2.82M 0.01%
114,405
-18,234
110
$2.68M 0.01%
51,422
-5,484
111
$2.56M 0.01%
120,492
-4,524
112
$2.53M 0.01%
39,590
+4,752
113
$2.29M 0.01%
87,147
+34,063
114
$2.28M 0.01%
49,075
-237
115
$2.26M 0.01%
20,844
+9,368
116
$2.22M 0.01%
73,161
-4,605
117
$2.22M 0.01%
44,809
-2,040
118
$2.18M 0.01%
56,707
-6,980
119
$1.88M 0.01%
20,070
+1,551
120
$1.66M 0.01%
54,700
+5,114
121
$1.59M 0.01%
23,989
-28,176
122
$1.51M ﹤0.01%
8,975
+1,665
123
$1.48M ﹤0.01%
13,197
+1,555
124
$1.48M ﹤0.01%
47,825
+2,046
125
$1.44M ﹤0.01%
27,829
+2,361
3 4
5
6 7