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
$14.1B
AUM Growth
+$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$90.7M
3
+$89.3M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$84.6M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$52.5M

Top Sells

1
+$160M
2
+$13.3M
3
+$12.9M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.35M
5
BND icon
Vanguard Total Bond Market
BND
+$5.41M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.1M 0.13%
615,771
+80,990
27
$13.8M 0.1%
217,481
+81,538
28
$12.9M 0.09%
389,412
+49,096
29
$12.7M 0.09%
152,120
-5,186
30
$7.68M 0.05%
122,890
-5,050
31
$7.41M 0.05%
71,123
+13,781
32
$7M 0.05%
270,583
+134,970
33
$6.89M 0.05%
172,836
-83
34
$6.03M 0.04%
40,241
+1,406
35
$5.64M 0.04%
66,266
+18,077
36
$5.58M 0.04%
215,856
-1,486
37
$5.48M 0.04%
21,952
+595
38
$5.16M 0.04%
217,686
+2,732
39
$4.93M 0.04%
96,686
+8,550
40
$4.75M 0.03%
106,993
+14,744
41
$4.65M 0.03%
79,363
-12,632
42
$4.29M 0.03%
82,668
+5,138
43
$3.83M 0.03%
31,876
+5,142
44
$3.75M 0.03%
42,866
+3,223
45
$3.63M 0.03%
64,378
+418
46
$3.63M 0.03%
143,340
+4,073
47
$3.52M 0.03%
92,919
+231
48
$3.16M 0.02%
136,222
-13,795
49
$3.07M 0.02%
65,636
+8,904
50
$2.92M 0.02%
18,744
-137
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