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
201
$1.24M ﹤0.01%
27,501
+4,728
202
$1.22M ﹤0.01%
22,096
+1,211
203
$1.2M ﹤0.01%
44,619
+21,399
204
$1.18M ﹤0.01%
22,916
+1,351
205
$1.17M ﹤0.01%
3,730
-4
206
$1.15M ﹤0.01%
12,626
+271
207
$1.14M ﹤0.01%
46,908
+28,930
208
$1.13M ﹤0.01%
6,673
+1,289
209
$1.11M ﹤0.01%
23,902
+7,268
210
$1.09M ﹤0.01%
16,062
+6,725
211
$1.08M ﹤0.01%
33,635
-8,086
212
$1.08M ﹤0.01%
5,303
+444
213
$1.07M ﹤0.01%
12,212
+7,446
214
$1.06M ﹤0.01%
32,244
+14,334
215
$1.04M ﹤0.01%
30,349
-805
216
$1.02M ﹤0.01%
18,721
+1,014
217
$1.02M ﹤0.01%
37,618
+16,416
218
$999K ﹤0.01%
38,402
+318
219
$997K ﹤0.01%
3,798
+454
220
$992K ﹤0.01%
43,548
-10,814
221
$986K ﹤0.01%
33,357
+2,696
222
$979K ﹤0.01%
10,670
-4,440
223
$974K ﹤0.01%
9,927
+4,507
224
$954K ﹤0.01%
36,117
-3,052
225
$946K ﹤0.01%
39,785
+2,471
7 8
9
10 11