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
126
$1.92M 0.01%
68,523
+2,096
127
$1.87M 0.01%
28,599
+1,713
128
$1.69M 0.01%
52,603
-338
129
$1.61M 0.01%
22,656
+10,318
130
$1.6M 0.01%
54,654
+2,973
131
$1.53M 0.01%
3,741
+204
132
$1.48M ﹤0.01%
20,005
+4,678
133
$1.42M ﹤0.01%
53,012
-4,178
134
$1.35M ﹤0.01%
15,255
+2,419
135
$1.34M ﹤0.01%
82,312
+2,800
136
$1.31M ﹤0.01%
30,060
+904
137
$1.31M ﹤0.01%
21,100
+16,992
138
$1.3M ﹤0.01%
23,630
-710
139
$1.25M ﹤0.01%
23,309
+2,624
140
$1.2M ﹤0.01%
25,611
+16,684
141
$1.19M ﹤0.01%
47,158
-1,427
142
$1.16M ﹤0.01%
22,848
+490
143
$1.14M ﹤0.01%
45,703
-7,832
144
$1.14M ﹤0.01%
10,866
+625
145
$1.12M ﹤0.01%
22,026
+6,632
146
$1.11M ﹤0.01%
34,215
+5,030
147
$1.09M ﹤0.01%
22,212
-3,921
148
$1.07M ﹤0.01%
37,677
-2,300
149
$1.06M ﹤0.01%
8,552
+3,821
150
$1.03M ﹤0.01%
38,748
+364
4 5
6
7 8