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
201
$474K ﹤0.01%
5,107
+904
202
$467K ﹤0.01%
14,478
+7,190
203
$466K ﹤0.01%
4,262
+211
204
$457K ﹤0.01%
13,504
-2,383
205
$450K ﹤0.01%
3,112
+166
206
$445K ﹤0.01%
+19,366
207
$439K ﹤0.01%
9,518
-24,787
208
$433K ﹤0.01%
13,694
-212
209
$430K ﹤0.01%
30,206
-2,813
210
$423K ﹤0.01%
1,878
+717
211
$421K ﹤0.01%
1,856
-13
212
$406K ﹤0.01%
8,024
-979
213
$404K ﹤0.01%
7,551
+965
214
$402K ﹤0.01%
3,781
-25,173
215
$392K ﹤0.01%
6,578
-868
216
$392K ﹤0.01%
7,484
-2,219
217
$377K ﹤0.01%
5,558
+145
218
$372K ﹤0.01%
1,765
+111
219
$358K ﹤0.01%
10,818
-1,366
220
$346K ﹤0.01%
14,805
-3,355
221
$342K ﹤0.01%
14,590
+2,134
222
$341K ﹤0.01%
3,684
-285
223
$335K ﹤0.01%
7,741
+55
224
$334K ﹤0.01%
19,046
+1,039
225
$331K ﹤0.01%
12,697
+3,436
7 8
9
10 11