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
$32.3B
AUM Growth
+$1.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$75.3M
3
+$54.6M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$48.8M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$42M

Top Sells

1
+$329M
2
+$44M
3
+$42.4M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$26.8M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$19.9M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.08M 0.01%
87,641
-9,763
102
$2.98M 0.01%
35,722
+2,107
103
$2.85M 0.01%
36,036
+1,179
104
$2.67M 0.01%
75,549
-8,401
105
$2.67M 0.01%
103,585
-277
106
$2.65M 0.01%
25,731
+21,950
107
$2.62M 0.01%
18,171
+2,697
108
$2.55M 0.01%
33,677
-36,849
109
$2.46M 0.01%
99,919
+4,342
110
$2.42M 0.01%
41,837
-11,531
111
$2.4M 0.01%
119,206
-6,910
112
$2.31M 0.01%
52,309
+4,450
113
$2.1M 0.01%
19,838
+87
114
$2.1M 0.01%
19,532
+1,036
115
$2.1M 0.01%
34,267
-245
116
$2.08M 0.01%
75,088
+6,565
117
$2.08M 0.01%
44,827
+19,216
118
$2.03M 0.01%
43,462
-38
119
$2M 0.01%
12,332
-601
120
$1.98M 0.01%
60,734
+8,131
121
$1.91M 0.01%
24,573
+4,568
122
$1.76M 0.01%
41,419
-7,932
123
$1.73M 0.01%
58,073
+3,419
124
$1.69M 0.01%
12,545
+3,993
125
$1.67M 0.01%
69,343
+30,484
3 4
5
6 7