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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

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