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
151
$913K ﹤0.01%
16,418
152
$888K ﹤0.01%
12,662
153
$864K ﹤0.01%
9,353
154
$863K ﹤0.01%
12,618
155
$843K ﹤0.01%
7,990
156
$830K ﹤0.01%
7,931
157
$824K ﹤0.01%
22,996
158
$806K ﹤0.01%
18,034
159
$803K ﹤0.01%
26,814
160
$798K ﹤0.01%
17,635
161
$692K ﹤0.01%
12,857
162
$691K ﹤0.01%
17,335
163
$689K ﹤0.01%
3,794
164
$648K ﹤0.01%
11,100
165
$639K ﹤0.01%
3,076
166
$637K ﹤0.01%
4,970
167
$613K ﹤0.01%
7,186
168
$603K ﹤0.01%
33,430
169
$603K ﹤0.01%
4,601
170
$573K ﹤0.01%
10,743
171
$566K ﹤0.01%
32,652
172
$536K ﹤0.01%
2,598
173
$533K ﹤0.01%
7,457
174
$529K ﹤0.01%
11,854
175
$525K ﹤0.01%
10,510
5 6
7
8 9