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
51
$7.16M 0.04%
67,011
+6,852
52
$6.82M 0.03%
72,994
+13,535
53
$6.77M 0.03%
44,044
+5,195
54
$6.48M 0.03%
74,882
+5,052
55
$6.09M 0.03%
55,130
+1,689
56
$4.16M 0.02%
23,107
+1,387
57
$3.9M 0.02%
42,783
+1,875
58
$3.55M 0.02%
37,028
-1,679
59
$3.38M 0.02%
54,105
-2,042
60
$3.33M 0.02%
94,975
-5,283
61
$3.22M 0.02%
118,859
-24,013
62
$3.05M 0.02%
69,849
+2,271
63
$2.84M 0.01%
106,132
-10,406
64
$2.79M 0.01%
155,561
-10,319
65
$2.58M 0.01%
149,795
-11,254
66
$2.38M 0.01%
41,798
-4,056
67
$2.3M 0.01%
6,836
-1,014
68
$2.29M 0.01%
39,840
+5,065
69
$2.14M 0.01%
17,565
+667
70
$2.11M 0.01%
85,843
-6,112
71
$1.89M 0.01%
54,496
-4,140
72
$1.67M 0.01%
34,587
+5,850
73
$1.61M 0.01%
84,427
+2,385
74
$1.5M 0.01%
7,177
+193
75
$1.43M 0.01%
13,088
+540
1 2
3
4 5