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
151
$991K ﹤0.01%
7,069
-457
152
$952K ﹤0.01%
17,754
+77
153
$947K ﹤0.01%
21,276
+9,310
154
$938K ﹤0.01%
19,471
-5,557
155
$928K ﹤0.01%
18,545
-1,685
156
$921K ﹤0.01%
20,734
-1,273
157
$917K ﹤0.01%
38,859
+22,556
158
$905K ﹤0.01%
22,443
+1,896
159
$895K ﹤0.01%
19,957
+354
160
$888K ﹤0.01%
35,678
-4,091
161
$875K ﹤0.01%
20,032
+1,080
162
$871K ﹤0.01%
24,671
+3,650
163
$868K ﹤0.01%
9,766
-854
164
$853K ﹤0.01%
7,251
+3,400
165
$843K ﹤0.01%
33,812
+24,536
166
$836K ﹤0.01%
10,096
+129
167
$817K ﹤0.01%
8,444
-779
168
$807K ﹤0.01%
137,479
+6,707
169
$784K ﹤0.01%
7,493
+81
170
$781K ﹤0.01%
+23,000
171
$756K ﹤0.01%
16,508
+343
172
$755K ﹤0.01%
12,589
+2,660
173
$745K ﹤0.01%
13,456
+361
174
$725K ﹤0.01%
7,206
+3,545
175
$723K ﹤0.01%
11,870
-514
5 6
7
8 9