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
76
$739K 0.01%
13,494
+702
77
$694K ﹤0.01%
11,981
+3,405
78
$677K ﹤0.01%
8,156
-10
79
$615K ﹤0.01%
12,058
+3,364
80
$605K ﹤0.01%
3,444
+316
81
$580K ﹤0.01%
10,728
-814
82
$543K ﹤0.01%
13,162
-784
83
$509K ﹤0.01%
4,507
+168
84
$475K ﹤0.01%
7,922
+245
85
$434K ﹤0.01%
9,979
86
$419K ﹤0.01%
6,654
87
$373K ﹤0.01%
6,195
+106
88
$313K ﹤0.01%
2,710
+486
89
$308K ﹤0.01%
4,119
+344
90
$296K ﹤0.01%
+2,886
91
$295K ﹤0.01%
2,242
+48
92
$277K ﹤0.01%
+13,264
93
$218K ﹤0.01%
2,376
-527
94
$201K ﹤0.01%
2,984
-12
95
– –
-1,360
1 2 3
4