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
126
$3.99M 0.01%
42,633
-11,319
127
$3.99M 0.01%
15,949
-1,139
128
$3.99M 0.01%
180,457
+30,661
129
$3.98M 0.01%
77,572
-32,253
130
$3.97M 0.01%
36,476
+1,186
131
$3.94M 0.01%
99,872
+2,518
132
$3.65M 0.01%
36,201
+4,415
133
$3.63M 0.01%
18,649
+487
134
$3.54M 0.01%
39,234
+29,567
135
$3.37M 0.01%
13,504
+6,941
136
$3.24M 0.01%
75,337
+3,529
137
$3.2M 0.01%
61,353
+18,029
138
$3.2M 0.01%
16,245
-2,308
139
$3.18M 0.01%
63,898
+50,822
140
$3.03M 0.01%
37,950
-2,964
141
$3.02M 0.01%
39,039
+1,727
142
$3.02M 0.01%
+117,829
143
$2.97M 0.01%
56,479
+15,883
144
$2.9M 0.01%
55,028
+17,197
145
$2.85M 0.01%
78,683
-1,906
146
$2.84M 0.01%
49,029
-8,315
147
$2.74M 0.01%
24,152
-3,909
148
$2.67M 0.01%
12,426
+2,202
149
$2.66M 0.01%
25,485
+3,108
150
$2.66M 0.01%
52,912
-2,194
4 5
6
7 8