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
201
$742K ﹤0.01%
11,627
-547
202
$735K ﹤0.01%
10,053
+3,782
203
$734K ﹤0.01%
27,059
+1,822
204
$725K ﹤0.01%
11,657
-346
205
$711K ﹤0.01%
21,764
+1,170
206
$708K ﹤0.01%
+27,247
207
$704K ﹤0.01%
11,808
+3,229
208
$701K ﹤0.01%
12,681
+614
209
$693K ﹤0.01%
13,178
-1,368
210
$690K ﹤0.01%
2,522
-273
211
$663K ﹤0.01%
3,443
+85
212
$662K ﹤0.01%
4,008
+470
213
$654K ﹤0.01%
11,030
+574
214
$648K ﹤0.01%
14,059
-7,952
215
$602K ﹤0.01%
5,137
+2,810
216
$600K ﹤0.01%
14,808
+116
217
$596K ﹤0.01%
24,575
+1,724
218
$594K ﹤0.01%
2,959
+632
219
$578K ﹤0.01%
3,664
+1,935
220
$567K ﹤0.01%
12,409
-545
221
$559K ﹤0.01%
8,398
+1,068
222
$545K ﹤0.01%
18,779
+4,983
223
$543K ﹤0.01%
4,721
+133
224
$539K ﹤0.01%
26,303
+1,939
225
$538K ﹤0.01%
9,201
+2,103
7 8
9
10 11