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
176
$466K ﹤0.01%
+7,404
177
$462K ﹤0.01%
+15,268
178
$457K ﹤0.01%
12,816
+185
179
$450K ﹤0.01%
+1,592
180
$447K ﹤0.01%
12,116
-5,736
181
$426K ﹤0.01%
5,577
+1,923
182
$421K ﹤0.01%
1,647
+283
183
$418K ﹤0.01%
15,624
+7,262
184
$416K ﹤0.01%
9,372
+4,401
185
$411K ﹤0.01%
6,743
-99
186
$398K ﹤0.01%
5,207
+45
187
$396K ﹤0.01%
2,511
+220
188
$394K ﹤0.01%
13,478
+1,152
189
$388K ﹤0.01%
+8,415
190
$362K ﹤0.01%
+11,121
191
$358K ﹤0.01%
+6,819
192
$329K ﹤0.01%
+9,673
193
$328K ﹤0.01%
3,756
+689
194
$316K ﹤0.01%
9,798
+1,281
195
$312K ﹤0.01%
4,692
-3,445
196
$311K ﹤0.01%
9,390
+590
197
$308K ﹤0.01%
1,307
+245
198
$306K ﹤0.01%
5,319
+1,815
199
$304K ﹤0.01%
5,715
+1,269
200
$290K ﹤0.01%
+1,874
6 7
8
9 10