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
$38.6B
AUM Growth
+$1.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$582M
2
+$267M
3
+$250M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$127M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$89.1M

Top Sells

1
+$228M
2
+$160M
3
+$132M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$86M
5
VTV icon
Vanguard Value ETF
VTV
+$84.8M

Sector Composition

1 Technology 0.02%
2 Consumer Discretionary 0.01%
3 Communication Services 0%
4 Financials 0%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.9M ﹤0.01%
37,573
-221
177
$1.87M ﹤0.01%
19,058
+833
178
$1.85M ﹤0.01%
17,843
+1,502
179
$1.84M ﹤0.01%
71,139
+8,349
180
$1.83M ﹤0.01%
38,714
+577
181
$1.79M ﹤0.01%
39,833
+31,861
182
$1.75M ﹤0.01%
67,419
+18,561
183
$1.71M ﹤0.01%
34,054
+3,899
184
$1.69M ﹤0.01%
58,582
+7,548
185
$1.63M ﹤0.01%
28,477
+14,744
186
$1.62M ﹤0.01%
+34,423
187
$1.6M ﹤0.01%
63,890
+20,412
188
$1.57M ﹤0.01%
52,745
+14,834
189
$1.54M ﹤0.01%
39,568
-379
190
$1.53M ﹤0.01%
76,740
-53,386
191
$1.51M ﹤0.01%
19,406
+801
192
$1.49M ﹤0.01%
26,231
+450
193
$1.48M ﹤0.01%
42,270
+2,799
194
$1.47M ﹤0.01%
34,649
-9,949
195
$1.4M ﹤0.01%
6,511
+1,634
196
$1.39M ﹤0.01%
27,604
+16,756
197
$1.34M ﹤0.01%
17,996
+4,184
198
$1.3M ﹤0.01%
25,405
+17,827
199
$1.28M ﹤0.01%
42,110
+10
200
$1.27M ﹤0.01%
24,531
-9
6 7
8
9 10