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
$17.6B
AUM Growth
+$1.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$149M
2
+$97.5M
3
+$96.9M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$75.2M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$44.6M

Top Sells

1
+$11.1M
2
+$8.08M
3
+$6.69M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$5.97M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$5.97M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$979K 0.01%
32,190
+1,880
77
$930K 0.01%
4,993
+414
78
$873K ﹤0.01%
21,750
+3,772
79
$844K ﹤0.01%
62,070
-4,890
80
$835K ﹤0.01%
37,596
+6,466
81
$760K ﹤0.01%
12,726
+3,575
82
$718K ﹤0.01%
8,212
+6
83
$706K ﹤0.01%
13,386
+98
84
$684K ﹤0.01%
41,794
-3,214
85
$649K ﹤0.01%
14,934
+464
86
$617K ﹤0.01%
5,865
-151
87
$597K ﹤0.01%
4,751
-12,041
88
$573K ﹤0.01%
+1,956
89
$572K ﹤0.01%
8,979
-1,223
90
$505K ﹤0.01%
3,133
+1,630
91
$451K ﹤0.01%
10,513
+1,956
92
$449K ﹤0.01%
7,046
+312
93
$444K ﹤0.01%
+8,518
94
$431K ﹤0.01%
9,979
95
$384K ﹤0.01%
3,413
+168
96
$368K ﹤0.01%
2,890
+1,025
97
$354K ﹤0.01%
12,708
+1,347
98
$349K ﹤0.01%
+10,100
99
$340K ﹤0.01%
3,087
+32
100
$326K ﹤0.01%
8,870
-929
1 2 3
4
5