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
$31.4B
AUM Growth
-$686M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$304M
2
+$198M
3
+$187M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$147M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$126M

Top Sells

1
+$308M
2
+$64.7M
3
+$41.5M
4
VTV icon
Vanguard Value ETF
VTV
+$31.1M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$22.6M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$828K ﹤0.01%
23,353
+10,841
152
$789K ﹤0.01%
44,734
+2,472
153
$780K ﹤0.01%
12,705
+988
154
$741K ﹤0.01%
15,477
+6,080
155
$733K ﹤0.01%
12,774
+204
156
$701K ﹤0.01%
6,925
+35
157
$694K ﹤0.01%
6,435
+2,268
158
$686K ﹤0.01%
20,937
-48,507
159
$684K ﹤0.01%
8,506
-780
160
$660K ﹤0.01%
12,290
+6,645
161
$655K ﹤0.01%
1,451
+194
162
$641K ﹤0.01%
9,339
+5,490
163
$640K ﹤0.01%
3,866
+514
164
$635K ﹤0.01%
9,598
+628
165
$626K ﹤0.01%
33,682
+17
166
$593K ﹤0.01%
11,119
+5,362
167
$571K ﹤0.01%
+32,907
168
$556K ﹤0.01%
+21,533
169
$541K ﹤0.01%
4,342
+529
170
$524K ﹤0.01%
1,999
+691
171
$506K ﹤0.01%
8,088
+367
172
$500K ﹤0.01%
2,000
+1,068
173
$489K ﹤0.01%
8,714
+2,087
174
$488K ﹤0.01%
18,543
+9,336
175
$478K ﹤0.01%
3,553
+35
5 6
7
8 9