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
$30.9B
AUM Growth
+$1.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$59.3M
3
+$41.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$38.4M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$32.7M

Top Sells

1
+$48.2M
2
+$38.6M
3
+$25.3M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$13.7M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$6.08M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$722K ﹤0.01%
12,353
+1,463
177
$720K ﹤0.01%
9,895
-25,501
178
$703K ﹤0.01%
13,595
+223
179
$676K ﹤0.01%
31,472
+14,144
180
$671K ﹤0.01%
7,291
-634
181
$666K ﹤0.01%
3,442
-4,507
182
$659K ﹤0.01%
23,100
-202
183
$633K ﹤0.01%
2,687
+8
184
$631K ﹤0.01%
+25,086
185
$607K ﹤0.01%
+20,765
186
$596K ﹤0.01%
19,049
+4,055
187
$590K ﹤0.01%
6,422
+309
188
$563K ﹤0.01%
4,263
+177
189
$547K ﹤0.01%
2,673
+553
190
$545K ﹤0.01%
11,600
+4,206
191
$542K ﹤0.01%
8,742
+1,539
192
$535K ﹤0.01%
21,954
+6,915
193
$535K ﹤0.01%
28,373
-1,358
194
$531K ﹤0.01%
8,313
+1,182
195
$526K ﹤0.01%
6,600
-1,894
196
$518K ﹤0.01%
12,637
+496
197
$502K ﹤0.01%
10,484
+263
198
$488K ﹤0.01%
15,007
-2,107
199
$488K ﹤0.01%
4,261
-74
200
$475K ﹤0.01%
1,713
+14
6 7
8
9 10