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
$30.9B
AUM Growth
+$1.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$59.3M
3
+$41.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$38.4M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$32.7M

Top Sells

1
+$48.2M
2
+$38.6M
3
+$25.3M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$13.7M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$6.08M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.4M 0.01%
62,204
-4,187
102
$3.34M 0.01%
15,425
-233
103
$3.32M 0.01%
98,901
+4,802
104
$3.31M 0.01%
143,763
+13,801
105
$3.12M 0.01%
53,368
-2,433
106
$2.98M 0.01%
83,950
-3,276
107
$2.96M 0.01%
35,728
+236
108
$2.94M 0.01%
101,048
+1,762
109
$2.8M 0.01%
34,857
+2,753
110
$2.79M 0.01%
33,615
+3,918
111
$2.61M 0.01%
103,862
-6,827
112
$2.56M 0.01%
126,116
-7,943
113
$2.54M 0.01%
51,608
+17,963
114
$2.42M 0.01%
100,424
+63,199
115
$2.34M 0.01%
95,577
-820
116
$2.16M 0.01%
47,859
+1,229
117
$2.15M 0.01%
15,474
+3,127
118
$2.15M 0.01%
89,428
-5,056
119
$2.13M 0.01%
49,351
+2,435
120
$2.08M 0.01%
19,751
+1,899
121
$2.05M 0.01%
43,500
-386
122
$2.04M 0.01%
18,496
+737
123
$2.03M 0.01%
34,512
-2,771
124
$1.99M 0.01%
12,933
+1,535
125
$1.94M 0.01%
49,577
-1,869
3 4
5
6 7