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
$41.9B
AUM Growth
+$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$485M
2
+$264M
3
+$146M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$109M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$109M

Top Sells

1
+$199M
2
+$57.7M
3
+$42.2M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$33.9M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$31.1M

Sector Composition

1 Technology 0.03%
2 Consumer Discretionary 0.01%
3 Financials 0.01%
4 Industrials 0.01%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.1M 0.01%
82,071
+11,958
202
$2.09M 0.01%
40,753
+840
203
$2.08M 0.01%
99,634
+644
204
$2.05M ﹤0.01%
41,390
-19,920
205
$2.02M ﹤0.01%
30,559
+1,562
206
$1.94M ﹤0.01%
18,611
+1,361
207
$1.93M ﹤0.01%
10,137
+3,731
208
$1.92M ﹤0.01%
36,392
+24,532
209
$1.91M ﹤0.01%
10,712
-552
210
$1.9M ﹤0.01%
39,779
+541
211
$1.87M ﹤0.01%
62,555
-928
212
$1.86M ﹤0.01%
25,738
+19,462
213
$1.85M ﹤0.01%
49,345
+2,709
214
$1.81M ﹤0.01%
26,371
-629
215
$1.74M ﹤0.01%
6,016
+2,020
216
$1.64M ﹤0.01%
4,528
-11
217
$1.64M ﹤0.01%
36,170
+7,200
218
$1.62M ﹤0.01%
22,375
+2,809
219
$1.62M ﹤0.01%
42,765
+24,131
220
$1.6M ﹤0.01%
21,149
+3,474
221
$1.58M ﹤0.01%
27,945
-2,168
222
$1.56M ﹤0.01%
17,029
+7,233
223
$1.51M ﹤0.01%
35,549
+1,078
224
$1.5M ﹤0.01%
29,488
+14,892
225
$1.48M ﹤0.01%
60,888
+9,180
7 8
9
10 11