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
$28B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.01M 0.01%
37,147
102
$3M 0.01%
116,879
103
$2.92M 0.01%
21,956
104
$2.84M 0.01%
14,407
105
$2.71M 0.01%
97,715
106
$2.68M 0.01%
35,261
107
$2.54M 0.01%
105,507
108
$2.48M 0.01%
97,765
109
$2.31M 0.01%
10,629
110
$2.29M 0.01%
98,688
111
$2.27M 0.01%
125,825
112
$2.2M 0.01%
44,180
113
$2.17M 0.01%
49,265
114
$2.15M 0.01%
23,550
115
$2.1M 0.01%
38,586
116
$2.07M 0.01%
44,616
117
$2.02M 0.01%
25,198
118
$1.94M 0.01%
54,061
119
$1.93M 0.01%
26,204
120
$1.89M 0.01%
39,774
121
$1.84M 0.01%
68,162
122
$1.82M 0.01%
44,690
123
$1.6M 0.01%
15,726
124
$1.53M 0.01%
10,667
125
$1.5M 0.01%
21,360
3 4
5
6 7