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
$32.3B
AUM Growth
+$1.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$75.3M
3
+$54.6M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$48.8M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$42M

Top Sells

1
+$329M
2
+$44M
3
+$42.4M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$26.8M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$19.9M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.03M ﹤0.01%
8,924
+1,673
152
$1.02M ﹤0.01%
23,163
+720
153
$1.02M ﹤0.01%
126,742
-10,737
154
$1.01M ﹤0.01%
36,421
-1,256
155
$1M ﹤0.01%
+32,495
156
$1M ﹤0.01%
5,159
+1,717
157
$985K ﹤0.01%
10,731
+4,309
158
$905K ﹤0.01%
6,081
-988
159
$897K ﹤0.01%
14,698
+1,242
160
$872K ﹤0.01%
9,323
-443
161
$871K ﹤0.01%
10,732
+636
162
$866K ﹤0.01%
18,397
-1,560
163
$862K ﹤0.01%
14,979
+2,626
164
$852K ﹤0.01%
39,607
+8,135
165
$840K ﹤0.01%
36,804
+17,438
166
$828K ﹤0.01%
34,571
-1,107
167
$828K ﹤0.01%
+4,647
168
$819K ﹤0.01%
31,868
-1,944
169
$814K ﹤0.01%
17,500
+992
170
$789K ﹤0.01%
16,384
-4,350
171
$769K ﹤0.01%
17,846
-2,186
172
$754K ﹤0.01%
23,337
+4,288
173
$742K ﹤0.01%
13,629
+6,078
174
$739K ﹤0.01%
7,624
+333
175
$690K ﹤0.01%
13,446
-149
5 6
7
8 9