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
$14.2B
AUM Growth
-$974M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$228M
2
+$214M
3
+$86.3M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$73.8M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$73.4M

Top Sells

1
+$131M
2
+$99.8M
3
+$61.2M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$41.3M
5
BND icon
Vanguard Total Bond Market
BND
+$12.2M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$23M 0.16%
417,874
+17,611
27
$21.8M 0.15%
897,605
-75,645
28
$21.7M 0.15%
855,587
+219,820
29
$21.1M 0.15%
701,458
+132,504
30
$14.4M 0.1%
127,885
-67,434
31
$14.1M 0.1%
249,109
+169,859
32
$13M 0.09%
553,134
-20,425
33
$9.91M 0.07%
43,131
+22,340
34
$9.72M 0.07%
116,267
+66,622
35
$7.93M 0.06%
95,730
+11,328
36
$7.73M 0.05%
153,474
+53,005
37
$7.14M 0.05%
165,815
+32,834
38
$6.73M 0.05%
219,499
+66,841
39
$6.21M 0.04%
59,364
-1,118
40
$6.2M 0.04%
46,183
+5,285
41
$6.04M 0.04%
87,308
+67,382
42
$6.03M 0.04%
116,920
+56,480
43
$6.01M 0.04%
+221,156
44
$5.76M 0.04%
148,523
-13,221
45
$5.2M 0.04%
51,976
+19,463
46
$5.19M 0.04%
63,956
-13,578
47
$5.09M 0.04%
59,717
+11,245
48
$5.04M 0.04%
97,687
+39,160
49
$4.79M 0.03%
39,447
+12,337
50
$4.73M 0.03%
80,905
-3,650
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