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
151
$2.64M 0.01%
93,431
+6,286
152
$2.38M 0.01%
86,090
-702
153
$2.37M 0.01%
72,453
-4,340
154
$2.34M 0.01%
20,746
+2,108
155
$2.33M 0.01%
29,095
+10,618
156
$2.31M 0.01%
84,156
+10,708
157
$2.3M 0.01%
42,211
+15,770
158
$2.3M 0.01%
91,240
+13,252
159
$2.3M 0.01%
21,540
+1,159
160
$2.28M 0.01%
82,926
+2,276
161
$2.26M 0.01%
19,019
+15
162
$2.25M 0.01%
38,535
+4,201
163
$2.25M 0.01%
6,164
+2,540
164
$2.19M 0.01%
28,004
+8,157
165
$2.16M 0.01%
+57,630
166
$2.12M 0.01%
31,891
+3,303
167
$2.11M 0.01%
100,625
-1,783
168
$2.08M 0.01%
84,504
+8,043
169
$2.02M 0.01%
4,518
+480
170
$2M 0.01%
33,108
+2,218
171
$1.98M 0.01%
74,493
-5,584
172
$1.96M 0.01%
11,450
-4,294
173
$1.95M 0.01%
28,796
+6,067
174
$1.94M 0.01%
50,048
+3,503
175
$1.9M ﹤0.01%
27,825
-1,206
5 6
7
8 9