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
-$3.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$232M
2
+$145M
3
+$114M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$49.3M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$42.1M

Top Sells

1
+$71M
2
+$67.7M
3
+$67.7M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$56.4M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$34.4M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$495K ﹤0.01%
9,473
-125
177
$490K ﹤0.01%
1,300
-151
178
$470K ﹤0.01%
16,727
+1,459
179
$463K ﹤0.01%
2,132
+133
180
$451K ﹤0.01%
3,752
+199
181
$450K ﹤0.01%
8,526
+438
182
$449K ﹤0.01%
11,508
+2,136
183
$435K ﹤0.01%
19,208
+3,584
184
$430K ﹤0.01%
77,497
+44,590
185
$430K ﹤0.01%
7,024
-380
186
$421K ﹤0.01%
+9,651
187
$411K ﹤0.01%
9,307
+2,488
188
$407K ﹤0.01%
15,338
+4,217
189
$406K ﹤0.01%
13,602
+786
190
$404K ﹤0.01%
13,071
+955
191
$401K ﹤0.01%
1,723
+131
192
$400K ﹤0.01%
4,415
+1,758
193
$395K ﹤0.01%
8,064
+4,308
194
$375K ﹤0.01%
7,191
+448
195
$372K ﹤0.01%
2,768
+257
196
$366K ﹤0.01%
9,188
+773
197
$347K ﹤0.01%
7,221
-1,493
198
$347K ﹤0.01%
+4,314
199
$346K ﹤0.01%
+14,464
200
$325K ﹤0.01%
5,387
+180
6 7
8
9 10