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
76
$862K 0.01%
16,892
+1,746
77
$841K 0.01%
67,990
-2,880
78
$665K ﹤0.01%
7,028
+5,079
79
$658K ﹤0.01%
22,789
-6,718
80
$648K ﹤0.01%
43,005
-5,810
81
$636K ﹤0.01%
8,153
+20
82
$624K ﹤0.01%
11,388
-550
83
$621K ﹤0.01%
11,025
-1,680
84
$621K ﹤0.01%
4,123
+178
85
$553K ﹤0.01%
14,880
+2,710
86
$471K ﹤0.01%
9,974
-449
87
$431K ﹤0.01%
13,896
+6,853
88
$405K ﹤0.01%
6,627
-28
89
$395K ﹤0.01%
9,979
90
$326K ﹤0.01%
+8,341
91
$326K ﹤0.01%
6,197
+8
92
$321K ﹤0.01%
8,569
+2,813
93
$317K ﹤0.01%
3,044
+23
94
$303K ﹤0.01%
2,272
+6
95
$302K ﹤0.01%
+3,096
96
$293K ﹤0.01%
5,859
-2,408
97
$278K ﹤0.01%
4,212
-6,506
98
$271K ﹤0.01%
+4,604
99
$226K ﹤0.01%
7,878
+1,134
100
$225K ﹤0.01%
3,007
-85
1 2 3
4
5