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
126
$2.21M 0.01%
88,953
-5,397
127
$2.15M 0.01%
14,590
-2,492
128
$2.14M 0.01%
19,948
+1,213
129
$2.08M 0.01%
30,824
-2,010
130
$2.08M 0.01%
18,594
-468
131
$2.07M 0.01%
19,134
+2,028
132
$1.96M 0.01%
35,370
+6,375
133
$1.94M 0.01%
19,593
+5,358
134
$1.94M 0.01%
70,104
+16,454
135
$1.89M 0.01%
3,977
+888
136
$1.89M 0.01%
18,323
-153
137
$1.83M 0.01%
42,350
+1,254
138
$1.79M 0.01%
37,552
-3,047
139
$1.75M 0.01%
29,297
+2,740
140
$1.73M 0.01%
16,478
+884
141
$1.67M ﹤0.01%
15,826
+8,998
142
$1.64M ﹤0.01%
32,822
+8,605
143
$1.61M ﹤0.01%
54,160
+17,440
144
$1.55M ﹤0.01%
45,177
-877
145
$1.55M ﹤0.01%
26,669
-851
146
$1.53M ﹤0.01%
63,374
+12,449
147
$1.47M ﹤0.01%
19,378
+700
148
$1.47M ﹤0.01%
39,088
-13,641
149
$1.44M ﹤0.01%
69,408
-708
150
$1.39M ﹤0.01%
7,930
+3,252
4 5
6
7 8