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
$38.6B
AUM Growth
+$1.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$582M
2
+$267M
3
+$250M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$127M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$89.1M

Top Sells

1
+$228M
2
+$160M
3
+$132M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$86M
5
VTV icon
Vanguard Value ETF
VTV
+$84.8M

Sector Composition

1 Technology 0.02%
2 Consumer Discretionary 0.01%
3 Communication Services 0%
4 Financials 0%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.73M 0.02%
190,572
+88,487
102
$7.66M 0.02%
94,253
+2,763
103
$7.4M 0.02%
125,721
+804
104
$7.37M 0.02%
284,703
+16,263
105
$7.12M 0.02%
21,355
+856
106
$7.1M 0.02%
245,605
+23,722
107
$6.99M 0.02%
188,646
+103,520
108
$6.87M 0.02%
116,689
+54,612
109
$6.54M 0.02%
100,740
+6,961
110
$6.51M 0.02%
37,041
-367
111
$6.45M 0.02%
68,386
+55,886
112
$6.32M 0.02%
75,481
+44,288
113
$6.29M 0.02%
129,662
+20,141
114
$6.09M 0.02%
239,742
+28,990
115
$5.5M 0.01%
22,716
+14,878
116
$5.43M 0.01%
9,974
+3,893
117
$5.33M 0.01%
146,959
+62,487
118
$5.21M 0.01%
170,106
+2,778
119
$5.05M 0.01%
23,965
+1,342
120
$4.88M 0.01%
205,468
+140,538
121
$4.78M 0.01%
55,211
+45,644
122
$4.63M 0.01%
99,776
+38,715
123
$4.33M 0.01%
120,391
+18,527
124
$4.3M 0.01%
73,324
+57,645
125
$4.13M 0.01%
+60,765
3 4
5
6 7