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
$34.7B
AUM Growth
+$3.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$97.2M
3
+$84.4M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$61.1M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$53.6M

Top Sells

1
+$54M
2
+$30.8M
3
+$28M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$26.8M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$17.3M

Sector Composition

1 Technology 0%
2 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.03M ﹤0.01%
20,716
+148
177
$1.03M ﹤0.01%
32,854
-2,825
178
$1.01M ﹤0.01%
12,024
-206
179
$999K ﹤0.01%
34,924
+9,969
180
$988K ﹤0.01%
38,989
-3,019
181
$988K ﹤0.01%
10,685
+3,802
182
$987K ﹤0.01%
3,802
+816
183
$984K ﹤0.01%
37,684
-4,990
184
$932K ﹤0.01%
18,034
-2,075
185
$931K ﹤0.01%
36,789
-1,162
186
$926K ﹤0.01%
5,496
+1,729
187
$920K ﹤0.01%
12,252
+3,841
188
$889K ﹤0.01%
27,471
+3,890
189
$882K ﹤0.01%
5,363
-592
190
$873K ﹤0.01%
29,008
-3,169
191
$871K ﹤0.01%
8,872
-496
192
$864K ﹤0.01%
8,919
-1,620
193
$864K ﹤0.01%
3,425
+465
194
$861K ﹤0.01%
3,702
-565
195
$835K ﹤0.01%
15,864
+1,775
196
$828K ﹤0.01%
18,810
+788
197
$799K ﹤0.01%
+23,849
198
$792K ﹤0.01%
11,919
-277
199
$748K ﹤0.01%
+22,408
200
$743K ﹤0.01%
27,458
+17,120
6 7
8
9 10