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
51
$2.89M 0.02%
36,909
+1,082
52
$2.87M 0.02%
62,298
+18,907
53
$2.72M 0.02%
56,285
+6,182
54
$2.4M 0.02%
29,457
+1,160
55
$2.3M 0.02%
86,798
+16,743
56
$2.25M 0.02%
35,845
+309
57
$2.14M 0.02%
26,396
+1,640
58
$2.02M 0.01%
114,222
+10,962
59
$2.01M 0.01%
7,365
-101
60
$1.95M 0.01%
59,422
+458
61
$1.81M 0.01%
18,112
+932
62
$1.77M 0.01%
70,615
-215
63
$1.72M 0.01%
12,765
+978
64
$1.59M 0.01%
33,250
+1,894
65
$1.49M 0.01%
28,936
+487
66
$1.46M 0.01%
18,013
+265
67
$1.41M 0.01%
17,244
-1,804
68
$1.33M 0.01%
14,959
+397
69
$1.3M 0.01%
15,561
+284
70
$1.21M 0.01%
20,886
+1,376
71
$1.17M 0.01%
34,362
+7,463
72
$961K 0.01%
52,073
-335
73
$935K 0.01%
17,594
+2,736
74
$927K 0.01%
76,600
-1,230
75
$869K 0.01%
28,586
+675
1 2
3
4