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
$20.4B
AUM Growth
+$1.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$125M
2
+$83.8M
3
+$68.5M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$67M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$64.2M

Top Sells

1
+$54.8M
2
+$39.7M
3
+$17.7M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$14.3M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$12.9M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$83.6M 0.41%
1,059,618
-3,358
27
$79.9M 0.39%
1,258,261
+228,662
28
$76M 0.37%
676,172
-49,268
29
$67.8M 0.33%
1,353,358
-256,875
30
$40.8M 0.2%
1,450,131
+137,093
31
$36.2M 0.18%
117,715
-244
32
$29M 0.14%
815,569
+54,465
33
$24.8M 0.12%
337,226
-4,910
34
$23.1M 0.11%
101,272
+10,142
35
$16.9M 0.08%
305,587
+78,390
36
$15.6M 0.08%
115,929
+9,527
37
$14.6M 0.07%
291,451
-41,836
38
$13.2M 0.07%
552,159
-38,821
39
$12.6M 0.06%
152,271
+25,241
40
$12.4M 0.06%
147,662
+6,668
41
$12.1M 0.06%
179,168
-44,948
42
$11.8M 0.06%
390,458
-40,548
43
$10.5M 0.05%
287,354
-81,092
44
$10M 0.05%
182,682
+7,878
45
$9.63M 0.05%
293,717
-3,902
46
$8.53M 0.04%
168,168
+9,055
47
$8.45M 0.04%
84,103
+4,855
48
$7.57M 0.04%
179,680
+44,603
49
$7.29M 0.04%
134,419
+21,091
50
$7.19M 0.04%
64,328
+13,358
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