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
126
$1.5M 0.01%
52,099
127
$1.47M 0.01%
29,461
128
$1.43M 0.01%
10,472
129
$1.41M 0.01%
15,431
130
$1.36M ﹤0.01%
16,000
131
$1.29M ﹤0.01%
46,114
132
$1.28M ﹤0.01%
19,761
133
$1.28M ﹤0.01%
27,333
134
$1.27M ﹤0.01%
24,542
135
$1.25M ﹤0.01%
43,441
136
$1.23M ﹤0.01%
50,229
137
$1.23M ﹤0.01%
10,765
138
$1.15M ﹤0.01%
35,362
139
$1.15M ﹤0.01%
49,211
140
$1.09M ﹤0.01%
26,700
141
$1.07M ﹤0.01%
39,963
142
$1.06M ﹤0.01%
73,008
143
$1.03M ﹤0.01%
14,748
144
$983K ﹤0.01%
38,205
145
$983K ﹤0.01%
20,013
146
$946K ﹤0.01%
23,111
147
$938K ﹤0.01%
35,575
148
$932K ﹤0.01%
34,894
149
$921K ﹤0.01%
11,650
150
$914K ﹤0.01%
20,620
4 5
6
7 8