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
$34.7B
AUM Growth
+$3.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$97.2M
3
+$84.4M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$61.1M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$53.6M

Top Sells

1
+$54M
2
+$30.8M
3
+$28M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$26.8M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$17.3M

Sector Composition

1 Technology 0%
2 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.25M 0.01%
170,397
+58,842
102
$4.06M 0.01%
16,778
-453
103
$4M 0.01%
93,878
-1,432
104
$3.65M 0.01%
77,532
+15,110
105
$3.54M 0.01%
63,262
+17,992
106
$3.38M 0.01%
35,572
-16
107
$3.35M 0.01%
98,764
+1
108
$3.35M 0.01%
41,199
+3,443
109
$3.21M 0.01%
54,957
+6,278
110
$3.2M 0.01%
31,877
+3,291
111
$3.04M 0.01%
34,371
-4,703
112
$2.93M 0.01%
58,037
-12,558
113
$2.92M 0.01%
83,399
-6,023
114
$2.9M 0.01%
65,053
+3,247
115
$2.88M 0.01%
18,331
-2,502
116
$2.77M 0.01%
35,787
-870
117
$2.62M 0.01%
29,146
+836
118
$2.57M 0.01%
90,945
-9,445
119
$2.54M 0.01%
74,077
+32,306
120
$2.54M 0.01%
48,930
+26,656
121
$2.44M 0.01%
67,011
-3,374
122
$2.42M 0.01%
84,171
+3,346
123
$2.28M 0.01%
107,025
-9,488
124
$2.28M 0.01%
62,652
-5,120
125
$2.26M 0.01%
99,561
+27,419
3 4
5
6 7